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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 | $121,296 | $99,053+22.5% | $88,179+37.6% | $138,895-12.7% |
| Participation rate | 64.3% | 74.2%-10.0pp | 69.1%-4.9pp | 79.9%-15.6pp |
| Annual return | 15.41% | 78.17%-62.8pp | 64.97%-49.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,198 | $2,882-23.7% | $2,549-13.8% | $4,194-47.6% |
| Participant deferral / active EE | $5,589 | $5,225+6.9% | $4,614+21.1% | $6,396-12.6% |
| Admin fee / account holder | $501 | $8,748-94.3% | $7,673-93.5% | $12,562-96.0% |