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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 | $131,666 | $114,119+15.4% | $107,187+22.8% | $138,895-5.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 17.69% | 273.21%-255.5pp | 204.55%-186.9pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,128 | $4,059-22.9% | $3,782-17.3% | $4,194-25.4% |
| Participant deferral / active EE | $5,418 | $5,538-2.2% | $5,096+6.3% | $6,396-15.3% |
| Admin fee / account holder | $1,099 | $10,024-89.0% | $9,162-88.0% | $12,562-91.2% |