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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 | $152,524 | $106,918+42.7% | $84,021+81.5% | $152,897-0.2% |
| Participation rate | 69.2% | 75.2%-6.0pp | 69.0%+0.2pp | 82.5%-13.2pp |
| Annual return | 20.17% | 105.01%-84.8pp | 71.32%-51.1pp | 345.43%-325.3pp |
| Employer contribution / active EE | $1,365 | $2,735-50.1% | $1,984-31.2% | $4,764-71.3% |
| Participant deferral / active EE | $5,203 | $4,012+29.7% | $3,239+60.6% | $5,851-11.1% |
| Admin fee / account holder | $676 | $8,288-91.8% | $6,102-88.9% | $11,599-94.2% |