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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 | $116,939 | $111,535+4.8% | $105,223+11.1% | $137,256-14.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 21.09% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,472 | $3,939-37.2% | $3,689-33.0% | $4,156-40.5% |
| Participant deferral / active EE | $12,371 | $5,500+124.9% | $5,072+143.9% | $6,407+93.1% |
| Admin fee / account holder | $29,550 | $9,721+204.0% | $8,859+233.6% | $12,270+140.8% |