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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 | $124,398 | $111,535+11.5% | $105,223+18.2% | $137,256-9.4% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 14.53% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,666 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $11,226 | $5,500+104.1% | $5,072+121.3% | $6,407+75.2% |
| Admin fee / account holder | $492 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |