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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 | $116,388 | $114,119+2.0% | $107,187+8.6% | $138,895-16.2% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 24.45% | 273.21%-248.8pp | 204.55%-180.1pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,240 | $4,059-69.4% | $3,782-67.2% | $4,194-70.4% |
| Participant deferral / active EE | $4,900 | $5,538-11.5% | $5,096-3.8% | $6,396-23.4% |
| Admin fee / account holder | $411 | $10,024-95.9% | $9,162-95.5% | $12,562-96.7% |