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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 | $126,036 | $114,119+10.4% | $107,187+17.6% | $138,895-9.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 14.87% | 273.21%-258.3pp | 204.55%-189.7pp | 145.39%-130.5pp |
| Employer contribution / active EE | $877 | $4,059-78.4% | $3,782-76.8% | $4,194-79.1% |
| Participant deferral / active EE | $1,706 | $5,538-69.2% | $5,096-66.5% | $6,396-73.3% |
| Admin fee / account holder | $610 | $10,024-93.9% | $9,162-93.3% | $12,562-95.1% |