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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 | $109,558 | $103,008+6.4% | $90,304+21.3% | $152,897-28.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.5%-18.2pp |
| Annual return | 17.22% | 95.22%-78.0pp | 78.13%-60.9pp | 345.43%-328.2pp |
| Employer contribution / active EE | $1,165 | $3,139-62.9% | $2,855-59.2% | $4,764-75.5% |
| Participant deferral / active EE | $2,913 | $4,281-32.0% | $3,885-25.0% | $5,851-50.2% |
| Admin fee / account holder | $873 | $6,175-85.9% | $5,354-83.7% | $11,599-92.5% |