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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 | $125,096 | $111,535+12.2% | $105,223+18.9% | $137,256-8.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 15.80% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,832 | $3,939-53.5% | $3,689-50.3% | $4,156-55.9% |
| Participant deferral / active EE | $2,618 | $5,500-52.4% | $5,072-48.4% | $6,407-59.1% |
| Admin fee / account holder | $6,254 | $9,721-35.7% | $8,859-29.4% | $12,270-49.0% |