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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 | $114,119+7.2% | $107,187+14.1% | $138,895-11.9% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 79.9%-24.9pp |
| Annual return | 14.10% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,164 | $4,059-71.3% | $3,782-69.2% | $4,194-72.2% |
| Participant deferral / active EE | $4,479 | $5,538-19.1% | $5,096-12.1% | $6,396-30.0% |
| Admin fee / account holder | $573 | $10,024-94.3% | $9,162-93.7% | $12,562-95.4% |