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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 | $112,331 | $108,882+3.2% | $96,754+16.1% | $154,746-27.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 20.82% | 98.39%-77.6pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,608 | $3,018-13.6% | $2,679-2.6% | $4,379-40.4% |
| Participant deferral / active EE | $5,732 | $5,323+7.7% | $4,758+20.5% | $6,730-14.8% |
| Admin fee / account holder | $7,741 | $10,200-24.1% | $8,905-13.1% | $14,365-46.1% |