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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 | $125,101 | $111,535+12.2% | $105,223+18.9% | $137,256-8.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 15.34% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,271 | $3,939-42.4% | $3,689-38.4% | $4,156-45.4% |
| Participant deferral / active EE | $3,206 | $5,500-41.7% | $5,072-36.8% | $6,407-50.0% |
| Admin fee / account holder | $2,795 | $9,721-71.3% | $8,859-68.5% | $12,270-77.2% |