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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 | $120,278 | $111,535+7.8% | $105,223+14.3% | $137,256-12.4% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 17.60% | 237.85%-220.3pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,831 | $3,939-53.5% | $3,689-50.4% | $4,156-55.9% |
| Participant deferral / active EE | $9,111 | $5,500+65.7% | $5,072+79.6% | $6,407+42.2% |
| Admin fee / account holder | $7,819 | $9,721-19.6% | $8,859-11.7% | $12,270-36.3% |