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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 | $129,986 | $111,535+16.5% | $105,223+23.5% | $137,256-5.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 17.97% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,517 | $3,939-61.5% | $3,689-58.9% | $4,156-63.5% |
| Participant deferral / active EE | $2,365 | $5,500-57.0% | $5,072-53.4% | $6,407-63.1% |
| Admin fee / account holder | $1,207 | $9,721-87.6% | $8,859-86.4% | $12,270-90.2% |