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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 | $123,200 | $118,919+3.6% | $88,538+39.2% | $152,897-19.4% |
| Participation rate | 64.7% | 73.4%-8.7pp | 68.7%-4.0pp | 82.5%-17.7pp |
| Annual return | 21.61% | 47.92%-26.3pp | 43.64%-22.0pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,075 | $2,669-22.2% | $2,098-1.1% | $4,764-56.4% |
| Participant deferral / active EE | $5,226 | $3,549+47.3% | $2,914+79.3% | $5,851-10.7% |
| Admin fee / account holder | $2,566 | $5,876-56.3% | $4,310-40.5% | $11,599-77.9% |