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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 | $102,080 | $97,125+5.1% | $86,233+18.4% | $137,256-25.6% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.0%-23.6pp | 80.0%-34.5pp |
| Annual return | 17.17% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,334 | $2,841+52.5% | $2,504+73.1% | $4,156+4.3% |
| Participant deferral / active EE | $4,472 | $5,180-13.7% | $4,559-1.9% | $6,407-30.2% |
| Admin fee / account holder | $467 | $9,725-95.2% | $8,342-94.4% | $12,270-96.2% |