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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 | $117,298 | $103,038+13.8% | $90,324+29.9% | $152,909-23.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 19.77% | 95.25%-75.5pp | 78.15%-58.4pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,411 | $3,141-55.1% | $2,856-50.6% | $4,764-70.4% |
| Participant deferral / active EE | $4,549 | $4,282+6.2% | $3,885+17.1% | $5,851-22.3% |
| Admin fee / account holder | $660 | $6,177-89.3% | $5,356-87.7% | $11,601-94.3% |