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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 | $117,251 | $106,918+9.7% | $84,021+39.5% | $152,897-23.3% |
| Participation rate | 63.2% | 75.2%-12.1pp | 69.0%-5.9pp | 82.5%-19.3pp |
| Annual return | 17.83% | 105.01%-87.2pp | 71.32%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,657 | $2,735-39.4% | $1,984-16.5% | $4,764-65.2% |
| Participant deferral / active EE | $4,264 | $4,012+6.3% | $3,239+31.7% | $5,851-27.1% |
| Admin fee / account holder | $3,381 | $8,288-59.2% | $6,102-44.6% | $11,599-70.8% |