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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 | $115,317 | $111,535+3.4% | $105,223+9.6% | $137,256-16.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 22.41% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,726 | $3,939-56.2% | $3,689-53.2% | $4,156-58.5% |
| Participant deferral / active EE | $13,000 | $5,500+136.4% | $5,072+156.3% | $6,407+102.9% |
| Admin fee / account holder | $675 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |