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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 | $118,230 | $111,535+6.0% | $105,223+12.4% | $137,256-13.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 21.08% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,198 | $3,939-69.6% | $3,689-67.5% | $4,156-71.2% |
| Participant deferral / active EE | $7,155 | $5,500+30.1% | $5,072+41.1% | $6,407+11.7% |
| Admin fee / account holder | $599 | $9,721-93.8% | $8,859-93.2% | $12,270-95.1% |