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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 | $86,739 | $78,483+10.5% | $106,201-18.3% | $74,546+16.4% |
| Participation rate | 57.1% | 72.8%-15.7pp | 75.3%-18.1pp | 67.2%-10.1pp |
| Annual return | 15.23% | 15.94%-0.7pp | 116.26%-101.0pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,259 | $2,522-10.4% | $3,170-28.7% | $2,624-13.9% |
| Participant deferral / active EE | $2,543 | $4,320-41.1% | $5,012-49.3% | $4,347-41.5% |
| Admin fee / account holder | $1,399 | $2,236-37.4% | $11,039-87.3% | $1,944-28.0% |