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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 | $130,691 | $114,119+14.5% | $107,187+21.9% | $138,895-5.9% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 79.9%-15.2pp |
| Annual return | 14.46% | 273.21%-258.7pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,773 | $4,059-56.3% | $3,782-53.1% | $4,194-57.7% |
| Participant deferral / active EE | $8,402 | $5,538+51.7% | $5,096+64.9% | $6,396+31.4% |
| Admin fee / account holder | $1,731 | $10,024-82.7% | $9,162-81.1% | $12,562-86.2% |