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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 | $112,786 | $111,535+1.1% | $105,223+7.2% | $137,256-17.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.91% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,115 | $3,939-71.7% | $3,689-69.8% | $4,156-73.2% |
| Participant deferral / active EE | $7,362 | $5,500+33.9% | $5,072+45.2% | $6,407+14.9% |
| Admin fee / account holder | $1,911 | $9,721-80.3% | $8,859-78.4% | $12,270-84.4% |