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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 | $125,754 | $125,237+0.4% | $105,608+19.1% | $145,877-13.8% |
| Participation rate | 54.2% | 77.7%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 15.25% | 225.76%-210.5pp | 116.50%-101.3pp | 551.28%-536.0pp |
| Employer contribution / active EE | $911 | $3,720-75.5% | $3,167-71.2% | $4,663-80.5% |
| Participant deferral / active EE | $1,892 | $5,711-66.9% | $5,010-62.2% | $6,691-71.7% |
| Admin fee / account holder | $1,824 | $17,287-89.4% | $11,028-83.5% | $13,402-86.4% |