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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 | $125,971 | $114,119+10.4% | $107,187+17.5% | $138,895-9.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 20.05% | 273.21%-253.2pp | 204.55%-184.5pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,764 | $4,059-31.9% | $3,782-26.9% | $4,194-34.1% |
| Participant deferral / active EE | $7,499 | $5,538+35.4% | $5,096+47.1% | $6,396+17.2% |
| Admin fee / account holder | $478 | $10,024-95.2% | $9,162-94.8% | $12,562-96.2% |