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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 | $98,917 | $108,882-9.2% | $96,754+2.2% | $154,746-36.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 17.06% | 98.39%-81.3pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,309 | $3,018+42.8% | $2,679+60.8% | $4,379-1.6% |
| Participant deferral / active EE | $8,196 | $5,323+54.0% | $4,758+72.2% | $6,730+21.8% |
| Admin fee / account holder | $384 | $10,200-96.2% | $8,905-95.7% | $14,365-97.3% |