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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 | $115,658 | $114,119+1.3% | $107,187+7.9% | $138,895-16.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 17.59% | 273.21%-255.6pp | 204.55%-187.0pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,405 | $4,059-65.4% | $3,782-62.9% | $4,194-66.5% |
| Participant deferral / active EE | $5,630 | $5,538+1.7% | $5,096+10.5% | $6,396-12.0% |
| Admin fee / account holder | $8,057 | $10,024-19.6% | $9,162-12.1% | $12,562-35.9% |