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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 | $122,791 | $111,535+10.1% | $105,223+16.7% | $137,256-10.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 19.71% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,044 | $3,939-48.1% | $3,689-44.6% | $4,156-50.8% |
| Participant deferral / active EE | $5,651 | $5,500+2.7% | $5,072+11.4% | $6,407-11.8% |
| Admin fee / account holder | $665 | $9,721-93.2% | $8,859-92.5% | $12,270-94.6% |