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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 | $98,211 | $93,598+4.9% | $135,974-27.8% | $75,173+30.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 83.66% | 30.89%+52.8pp | 68.30%+15.4pp | 160.72%-77.1pp |
| Employer contribution / active EE | $6,305 | $3,538+78.2% | $4,859+29.8% | $2,671+136.0% |
| Participant deferral / active EE | $8,314 | $6,405+29.8% | $7,760+7.1% | $4,126+101.5% |
| Admin fee / account holder | $1,049 | $6,978-85.0% | $10,767-90.3% | $5,651-81.4% |