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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 | $97,125+1.1% | $86,233+13.9% | $137,256-28.4% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.0%-4.7pp | 80.0%-15.7pp |
| Annual return | 11.03% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $6,202 | $2,841+118.3% | $2,504+147.6% | $4,156+49.2% |
| Participant deferral / active EE | $4,231 | $5,180-18.3% | $4,559-7.2% | $6,407-34.0% |
| Admin fee / account holder | $1,222 | $9,725-87.4% | $8,342-85.3% | $12,270-90.0% |