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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 | $112,206 | $106,923+4.9% | $84,023+33.5% | $152,909-26.6% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 22.69% | 105.02%-82.3pp | 71.32%-48.6pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,911 | $2,735-30.1% | $1,984-3.7% | $4,764-59.9% |
| Participant deferral / active EE | $6,245 | $4,013+55.6% | $3,239+92.8% | $5,851+6.7% |
| Admin fee / account holder | $7,862 | $8,289-5.1% | $6,102+28.8% | $11,601-32.2% |