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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 | $210,230 | $225,673-6.8% | $203,872+3.1% | $155,188+35.5% |
| Participation rate | 61.1% | 80.3%-19.2pp | 77.8%-16.7pp | 80.8%-19.7pp |
| Annual return | 17.71% | 95.91%-78.2pp | 85.11%-67.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $721 | $4,099-82.4% | $3,757-80.8% | $4,248-83.0% |
| Participant deferral / active EE | $5,194 | $6,893-24.6% | $6,388-18.7% | $6,531-20.5% |
| Admin fee / account holder | $1,327 | $12,327-89.2% | $11,730-88.7% | $14,480-90.8% |