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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 | $125,088 | $111,535+12.2% | $105,223+18.9% | $137,256-8.9% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.33% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,025 | $3,939-74.0% | $3,689-72.2% | $4,156-75.3% |
| Participant deferral / active EE | $5,680 | $5,500+3.3% | $5,072+12.0% | $6,407-11.3% |
| Admin fee / account holder | $804 | $9,721-91.7% | $8,859-90.9% | $12,270-93.5% |