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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 | $142,582 | $129,737+9.9% | $119,126+19.7% | $154,746-7.9% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 11.09% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,868 | $4,375-57.3% | $4,034-53.7% | $4,379-57.4% |
| Participant deferral / active EE | $4,648 | $5,842-20.4% | $5,318-12.6% | $6,730-30.9% |
| Admin fee / account holder | $8,148 | $11,961-31.9% | $10,693-23.8% | $14,365-43.3% |