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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 | $103,699 | $100,073+3.6% | $85,126+21.8% | $145,877-28.9% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 9.23% | 84.11%-74.9pp | 66.63%-57.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,488 | $3,236-54.0% | $2,731-45.5% | $4,663-68.1% |
| Participant deferral / active EE | $2,473 | $5,294-53.3% | $4,523-45.3% | $6,691-63.0% |
| Admin fee / account holder | $5,880 | $7,261-19.0% | $6,160-4.5% | $13,402-56.1% |