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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 | $98,334 | $111,787-12.0% | $93,681+5.0% | $145,978-32.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 15.32% | 203.52%-188.2pp | 133.47%-118.2pp | 550.52%-535.2pp |
| Employer contribution / active EE | $3,437 | $3,093+11.1% | $2,422+41.9% | $4,662-26.3% |
| Participant deferral / active EE | $8,185 | $4,918+66.4% | $4,415+85.4% | $6,690+22.4% |
| Admin fee / account holder | $814 | $10,256-92.1% | $8,290-90.2% | $13,400-93.9% |