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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 | $127,570 | $106,918+19.3% | $84,021+51.8% | $152,897-16.6% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 22.57% | 105.01%-82.4pp | 71.32%-48.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,085 | $2,735-23.8% | $1,984+5.1% | $4,764-56.2% |
| Participant deferral / active EE | $6,385 | $4,012+59.1% | $3,239+97.1% | $5,851+9.1% |
| Admin fee / account holder | $840 | $8,288-89.9% | $6,102-86.2% | $11,599-92.8% |