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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 | $122,191 | $114,119+7.1% | $107,187+14.0% | $138,895-12.0% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 79.9%-49.1pp |
| Annual return | 18.01% | 273.21%-255.2pp | 204.55%-186.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,586 | $4,059-60.9% | $3,782-58.1% | $4,194-62.2% |
| Participant deferral / active EE | $4,278 | $5,538-22.8% | $5,096-16.1% | $6,396-33.1% |
| Admin fee / account holder | $3,717 | $10,024-62.9% | $9,162-59.4% | $12,562-70.4% |