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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 | $136,949 | $176,402-22.4% | $134,162+2.1% | $158,982-13.9% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 20.24% | 63.66%-43.4pp | 36.35%-16.1pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,999 | $5,042-60.4% | $3,705-46.0% | $4,763-58.0% |
| Participant deferral / active EE | $6,409 | $4,093+56.6% | $3,500+83.1% | $5,983+7.1% |
| Admin fee / account holder | $413 | $8,719-95.3% | $6,685-93.8% | $11,252-96.3% |