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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 | $111,589 | $100,811+10.7% | $86,698+28.7% | $134,545-17.1% |
| Participation rate | 64.7% | 79.0%-14.2pp | 76.6%-11.9pp | 81.2%-16.5pp |
| Annual return | 46.74% | 29.11%+17.6pp | 35.96%+10.8pp | 418.37%-371.6pp |
| Employer contribution / active EE | $1,964 | $3,490-43.7% | $2,837-30.8% | $4,742-58.6% |
| Participant deferral / active EE | $5,486 | $5,339+2.7% | $4,656+17.8% | $6,401-14.3% |
| Admin fee / account holder | $778 | $10,926-92.9% | $7,492-89.6% | $11,431-93.2% |