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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 | $116,679 | $99,053+17.8% | $88,179+32.3% | $138,895-16.0% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.1%-8.0pp | 79.9%-18.8pp |
| Annual return | 13.44% | 78.17%-64.7pp | 64.97%-51.5pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,013 | $2,882+4.5% | $2,549+18.2% | $4,194-28.2% |
| Participant deferral / active EE | $7,792 | $5,225+49.1% | $4,614+68.9% | $6,396+21.8% |
| Admin fee / account holder | $4,574 | $8,748-47.7% | $7,673-40.4% | $12,562-63.6% |