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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 | $116,218 | $111,535+4.2% | $105,223+10.4% | $137,256-15.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 17.56% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,590 | $3,939-34.3% | $3,689-29.8% | $4,156-37.7% |
| Participant deferral / active EE | $6,911 | $5,500+25.6% | $5,072+36.3% | $6,407+7.9% |
| Admin fee / account holder | $9,639 | $9,721-0.8% | $8,859+8.8% | $12,270-21.4% |