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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 | $115,241 | $106,905+7.8% | $84,020+37.2% | $152,885-24.6% |
| Participation rate | 60.9% | 75.2%-14.4pp | 69.0%-8.1pp | 82.5%-21.6pp |
| Annual return | 18.14% | 105.00%-86.9pp | 71.31%-53.2pp | 345.39%-327.3pp |
| Employer contribution / active EE | $1,149 | $2,735-58.0% | $1,984-42.1% | $4,763-75.9% |
| Participant deferral / active EE | $4,868 | $4,012+21.3% | $3,239+50.3% | $5,851-16.8% |
| Admin fee / account holder | $9,233 | $8,287+11.4% | $6,101+51.3% | $11,598-20.4% |