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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 | $120,926 | $110,093+9.8% | $97,295+24.3% | $145,897-17.1% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.3pp | 80.3%-22.0pp |
| Annual return | 18.84% | 244.76%-225.9pp | 75.62%-56.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,166 | $3,077-62.1% | $2,723-57.2% | $4,663-75.0% |
| Participant deferral / active EE | $3,416 | $4,678-27.0% | $4,264-19.9% | $6,689-48.9% |
| Admin fee / account holder | $2,294 | $6,212-63.1% | $5,646-59.4% | $13,390-82.9% |