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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 | $98,218 | $108,882-9.8% | $96,754+1.5% | $154,746-36.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 70.3%-6.0pp | 80.7%-16.4pp |
| Annual return | 11.03% | 98.39%-87.4pp | 82.04%-71.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $6,202 | $3,018+105.5% | $2,679+131.5% | $4,379+41.6% |
| Participant deferral / active EE | $4,231 | $5,323-20.5% | $4,758-11.1% | $6,730-37.1% |
| Admin fee / account holder | $1,222 | $10,200-88.0% | $8,905-86.3% | $14,365-91.5% |