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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 | $136,630 | $111,535+22.5% | $105,223+29.8% | $137,256-0.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 20.05% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,346 | $3,939-65.8% | $3,689-63.5% | $4,156-67.6% |
| Participant deferral / active EE | $6,681 | $5,500+21.5% | $5,072+31.7% | $6,407+4.3% |
| Admin fee / account holder | $2,057 | $9,721-78.8% | $8,859-76.8% | $12,270-83.2% |