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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 | $114,119-1.2% | $107,187+5.2% | $138,895-18.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 18.91% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,115 | $4,059-72.5% | $3,782-70.5% | $4,194-73.4% |
| Participant deferral / active EE | $7,362 | $5,538+32.9% | $5,096+44.5% | $6,396+15.1% |
| Admin fee / account holder | $1,911 | $10,024-80.9% | $9,162-79.1% | $12,562-84.8% |