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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 | $138,135 | $129,737+6.5% | $119,126+16.0% | $154,746-10.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 14.96% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,834 | $4,375-12.4% | $4,034-4.9% | $4,379-12.4% |
| Participant deferral / active EE | $6,940 | $5,842+18.8% | $5,318+30.5% | $6,730+3.1% |
| Admin fee / account holder | $3,661 | $11,961-69.4% | $10,693-65.8% | $14,365-74.5% |