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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 | $117,846+1.1% | $102,434+16.4% | $145,884-18.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.35% | 31.90%-11.5pp | 29.46%-9.1pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,938 | $3,615-18.7% | $3,023-2.8% | $4,662-37.0% |
| Participant deferral / active EE | $8,680 | $5,733+51.4% | $5,055+71.7% | $6,690+29.8% |
| Admin fee / account holder | $523 | $13,356-96.1% | $9,462-94.5% | $13,392-96.1% |