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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 | $117,372 | $111,535+5.2% | $105,223+11.5% | $137,256-14.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 20.45% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $5,567 | $3,939+41.3% | $3,689+50.9% | $4,156+34.0% |
| Participant deferral / active EE | $9,881 | $5,500+79.6% | $5,072+94.8% | $6,407+54.2% |
| Admin fee / account holder | $8,161 | $9,721-16.0% | $8,859-7.9% | $12,270-33.5% |