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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 | $125,512 | $110,337+13.8% | $102,383+22.6% | $145,877-14.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 14.87% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,185 | $4,216-24.4% | $3,870-17.7% | $4,663-31.7% |
| Participant deferral / active EE | $7,953 | $5,621+41.5% | $5,060+57.2% | $6,691+18.9% |
| Admin fee / account holder | $511 | $9,750-94.8% | $8,391-93.9% | $13,402-96.2% |