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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 | $136,535 | $111,535+22.4% | $105,223+29.8% | $137,256-0.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.17% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,234 | $3,939-43.3% | $3,689-39.4% | $4,156-46.2% |
| Participant deferral / active EE | $8,668 | $5,500+57.6% | $5,072+70.9% | $6,407+35.3% |
| Admin fee / account holder | $800 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |