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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 | $122,574 | $111,535+9.9% | $105,223+16.5% | $137,256-10.7% |
| Participation rate | 29.4% | 78.1%-48.7pp | 75.0%-45.6pp | 80.0%-50.5pp |
| Annual return | 18.88% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,773 | $3,939-55.0% | $3,689-51.9% | $4,156-57.3% |
| Participant deferral / active EE | $4,366 | $5,500-20.6% | $5,072-13.9% | $6,407-31.9% |
| Admin fee / account holder | $494 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |