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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 | $122,322 | $102,938+18.8% | $94,105+30.0% | $138,895-11.9% |
| Participation rate | 53.8% | 74.6%-20.8pp | 71.9%-18.1pp | 79.9%-26.1pp |
| Annual return | 15.57% | 250.28%-234.7pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,001 | $2,732+9.8% | $2,504+19.8% | $4,194-28.5% |
| Participant deferral / active EE | $7,188 | $4,196+71.3% | $3,881+85.2% | $6,396+12.4% |
| Admin fee / account holder | $2,996 | $6,600-54.6% | $6,199-51.7% | $12,562-76.1% |