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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 | $123,520 | $106,918+15.5% | $84,021+47.0% | $152,897-19.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 28.58% | 105.01%-76.4pp | 71.32%-42.7pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,017 | $2,735-62.8% | $1,984-48.7% | $4,764-78.7% |
| Participant deferral / active EE | $2,823 | $4,012-29.6% | $3,239-12.8% | $5,851-51.8% |
| Admin fee / account holder | $429 | $8,288-94.8% | $6,102-93.0% | $11,599-96.3% |