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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 | $139,668 | $111,535+25.2% | $105,223+32.7% | $137,256+1.8% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 17.37% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,824 | $3,939-53.7% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $2,688 | $5,500-51.1% | $5,072-47.0% | $6,407-58.1% |
| Admin fee / account holder | $646 | $9,721-93.4% | $8,859-92.7% | $12,270-94.7% |