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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 | $111,189 | $109,908+1.2% | $97,161+14.4% | $145,978-23.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 9.64% | 243.80%-234.2pp | 75.36%-65.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,848 | $3,077-39.9% | $2,723-32.1% | $4,662-60.4% |
| Participant deferral / active EE | $3,673 | $4,679-21.5% | $4,265-13.9% | $6,690-45.1% |
| Admin fee / account holder | $508 | $6,213-91.8% | $5,647-91.0% | $13,400-96.2% |