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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 | $134,126 | $114,119+17.5% | $107,187+25.1% | $138,895-3.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 79.9%-34.5pp |
| Annual return | 14.32% | 273.21%-258.9pp | 204.55%-190.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,927 | $4,059-52.5% | $3,782-49.0% | $4,194-54.0% |
| Participant deferral / active EE | $5,554 | $5,538+0.3% | $5,096+9.0% | $6,396-13.2% |
| Admin fee / account holder | $655 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |