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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 | $106,517 | $85,060+25.2% | $70,548+51.0% | $139,456-23.6% |
| Participation rate | 42.9% | 73.9%-31.0pp | 68.3%-25.5pp | 80.3%-37.5pp |
| Annual return | 11.31% | 30.38%-19.1pp | 32.78%-21.5pp | 373.45%-362.1pp |
| Employer contribution / active EE | $5,221 | $3,911+33.5% | $2,975+75.5% | $4,753+9.9% |
| Participant deferral / active EE | $7,329 | $5,890+24.4% | $4,567+60.5% | $6,711+9.2% |
| Admin fee / account holder | $824 | $8,925-90.8% | $6,424-87.2% | $11,407-92.8% |