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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 | $129,675 | $111,535+16.3% | $105,223+23.2% | $137,256-5.5% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 22.90% | 237.85%-215.0pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,668 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $2,827 | $5,500-48.6% | $5,072-44.3% | $6,407-55.9% |
| Admin fee / account holder | $468 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |