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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,671 | $111,535+15.4% | $105,223+22.3% | $137,256-6.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 14.49% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,453 | $3,939-37.7% | $3,689-33.5% | $4,156-41.0% |
| Participant deferral / active EE | $9,328 | $5,500+69.6% | $5,072+83.9% | $6,407+45.6% |
| Admin fee / account holder | $1,133 | $9,721-88.3% | $8,859-87.2% | $12,270-90.8% |