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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 | $117,436 | $115,810+1.4% | $101,271+16.0% | $158,966-26.1% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 11.83% | 56.15%-44.3pp | 46.48%-34.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $959 | $4,175-77.0% | $3,660-73.8% | $4,762-79.9% |
| Participant deferral / active EE | $5,193 | $4,958+4.7% | $4,371+18.8% | $5,983-13.2% |
| Admin fee / account holder | $1,204 | $7,248-83.4% | $5,948-79.8% | $11,250-89.3% |