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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 | $122,431 | $106,267+15.2% | $96,520+26.8% | $139,456-12.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.39% | 38.45%-16.1pp | 35.72%-13.3pp | 373.45%-351.1pp |
| Employer contribution / active EE | $2,088 | $4,105-49.1% | $3,739-44.2% | $4,753-56.1% |
| Participant deferral / active EE | $6,797 | $5,454+24.6% | $4,879+39.3% | $6,711+1.3% |
| Admin fee / account holder | $357 | $7,882-95.5% | $6,733-94.7% | $11,407-96.9% |