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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 | $117,104 | $111,535+5.0% | $105,223+11.3% | $137,256-14.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 11.89% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,789 | $3,939-54.6% | $3,689-51.5% | $4,156-56.9% |
| Participant deferral / active EE | $2,631 | $5,500-52.2% | $5,072-48.1% | $6,407-58.9% |
| Admin fee / account holder | $9,824 | $9,721+1.1% | $8,859+10.9% | $12,270-19.9% |