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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 | $124,475 | $108,882+14.3% | $96,754+28.7% | $154,746-19.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.21% | 98.39%-84.2pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,697 | $3,018-43.8% | $2,679-36.7% | $4,379-61.2% |
| Participant deferral / active EE | $12,203 | $5,323+129.3% | $4,758+156.5% | $6,730+81.3% |
| Admin fee / account holder | $1,072 | $10,200-89.5% | $8,905-88.0% | $14,365-92.5% |