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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 | $123,586 | $111,535+10.8% | $105,223+17.5% | $137,256-10.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 14.54% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,236 | $3,939-43.2% | $3,689-39.4% | $4,156-46.2% |
| Participant deferral / active EE | $4,090 | $5,500-25.6% | $5,072-19.3% | $6,407-36.2% |
| Admin fee / account holder | $1,237 | $9,721-87.3% | $8,859-86.0% | $12,270-89.9% |