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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 | $139,505 | $129,737+7.5% | $119,126+17.1% | $154,746-9.8% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 13.19% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,023 | $4,375-76.6% | $4,034-74.6% | $4,379-76.6% |
| Participant deferral / active EE | $4,744 | $5,842-18.8% | $5,318-10.8% | $6,730-29.5% |
| Admin fee / account holder | $4,539 | $11,961-62.1% | $10,693-57.6% | $14,365-68.4% |