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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 | $121,592 | $125,778-3.3% | $114,563+6.1% | $154,746-21.4% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.9%-31.2pp | 80.7%-39.0pp |
| Annual return | 14.50% | 295.14%-280.6pp | 241.09%-226.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,257 | $2,806-55.2% | $2,592-51.5% | $4,379-71.3% |
| Participant deferral / active EE | $4,835 | $4,445+8.8% | $4,142+16.7% | $6,730-28.2% |
| Admin fee / account holder | $1,770 | $8,190-78.4% | $7,623-76.8% | $14,365-87.7% |