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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 | $124,395 | $152,619-18.5% | $125,195-0.6% | $152,909-18.6% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.5%-13.7pp |
| Annual return | 17.49% | 54.85%-37.4pp | 43.79%-26.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $4,191 | $4,947-15.3% | $3,866+8.4% | $4,764-12.0% |
| Participant deferral / active EE | $7,248 | $5,869+23.5% | $4,937+46.8% | $5,851+23.9% |
| Admin fee / account holder | $305 | $13,437-97.7% | $9,704-96.9% | $11,601-97.4% |