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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 | $139,427 | $111,535+25.0% | $105,223+32.5% | $137,256+1.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.98% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,857 | $3,939-52.9% | $3,689-49.7% | $4,156-55.3% |
| Participant deferral / active EE | $2,595 | $5,500-52.8% | $5,072-48.8% | $6,407-59.5% |
| Admin fee / account holder | $7,488 | $9,721-23.0% | $8,859-15.5% | $12,270-39.0% |