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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 | $98,804 | $101,618-2.8% | $93,063+6.2% | $137,256-28.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 17.74% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,616 | $2,707-40.3% | $2,476-34.7% | $4,156-61.1% |
| Participant deferral / active EE | $5,388 | $4,279+25.9% | $3,958+36.1% | $6,407-15.9% |
| Admin fee / account holder | $3,404 | $6,198-45.1% | $6,033-43.6% | $12,270-72.3% |