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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 | $122,341 | $111,535+9.7% | $105,223+16.3% | $137,256-10.9% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 14.10% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,164 | $3,939-70.5% | $3,689-68.4% | $4,156-72.0% |
| Participant deferral / active EE | $4,479 | $5,500-18.6% | $5,072-11.7% | $6,407-30.1% |
| Admin fee / account holder | $573 | $9,721-94.1% | $8,859-93.5% | $12,270-95.3% |