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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 | $123,434 | $111,535+10.7% | $105,223+17.3% | $137,256-10.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 22.92% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,660 | $3,939-7.1% | $3,689-0.8% | $4,156-11.9% |
| Participant deferral / active EE | $5,095 | $5,500-7.4% | $5,072+0.5% | $6,407-20.5% |
| Admin fee / account holder | $3,488 | $9,721-64.1% | $8,859-60.6% | $12,270-71.6% |