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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 | $129,127 | $111,535+15.8% | $105,223+22.7% | $137,256-5.9% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 14.27% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,002 | $3,939-23.8% | $3,689-18.6% | $4,156-27.8% |
| Participant deferral / active EE | $6,008 | $5,500+9.2% | $5,072+18.5% | $6,407-6.2% |
| Admin fee / account holder | $40,667 | $9,721+318.3% | $8,859+359.1% | $12,270+231.4% |