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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 | $124,375 | $125,193-0.7% | $105,591+17.8% | $145,978-14.8% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 8.56% | 225.53%-217.0pp | 116.43%-107.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $3,102 | $3,718-16.6% | $3,166-2.0% | $4,662-33.5% |
| Participant deferral / active EE | $7,570 | $5,708+32.6% | $5,008+51.1% | $6,690+13.2% |
| Admin fee / account holder | $2,038 | $17,277-88.2% | $11,024-81.5% | $13,400-84.8% |