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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 | $119,183 | $117,895+1.1% | $102,460+16.3% | $145,897-18.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.35% | 31.92%-11.6pp | 29.47%-9.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $2,938 | $3,619-18.8% | $3,025-2.9% | $4,663-37.0% |
| Participant deferral / active EE | $8,680 | $5,736+51.3% | $5,056+71.7% | $6,689+29.8% |
| Admin fee / account holder | $523 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |