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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 | $114,214 | $104,953+8.8% | $84,637+34.9% | $152,909-25.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 23.09% | 373.94%-350.9pp | 258.82%-235.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $2,967 | $3,304-10.2% | $2,653+11.8% | $4,764-37.7% |
| Participant deferral / active EE | $7,025 | $4,691+49.8% | $3,900+80.1% | $5,851+20.1% |
| Admin fee / account holder | $723 | $6,244-88.4% | $4,914-85.3% | $11,601-93.8% |