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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 | $128,500 | $111,535+15.2% | $105,223+22.1% | $137,256-6.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 24.10% | 237.85%-213.8pp | 180.65%-156.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $4,705 | $3,939+19.4% | $3,689+27.6% | $4,156+13.2% |
| Participant deferral / active EE | $12,081 | $5,500+119.7% | $5,072+138.2% | $6,407+88.6% |
| Admin fee / account holder | $469 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |