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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 | $100,504 | $93,346+7.7% | $71,796+40.0% | $273,972-63.3% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 7.35% | 130.39%-123.0pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $691 | $2,733-74.7% | $1,924-64.1% | $4,869-85.8% |
| Participant deferral / active EE | $5,295 | $3,475+52.4% | $2,794+89.5% | $5,287+0.2% |
| Admin fee / account holder | $1,210 | $6,571-81.6% | $4,815-74.9% | $10,133-88.1% |