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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 | $113,764 | $114,119-0.3% | $107,187+6.1% | $138,895-18.1% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 16.70% | 273.21%-256.5pp | 204.55%-187.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,600 | $4,059-60.6% | $3,782-57.7% | $4,194-61.8% |
| Participant deferral / active EE | $2,763 | $5,538-50.1% | $5,096-45.8% | $6,396-56.8% |
| Admin fee / account holder | $4,407 | $10,024-56.0% | $9,162-51.9% | $12,562-64.9% |