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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 | $103,081 | $100,139+2.9% | $85,187+21.0% | $145,884-29.3% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 9.52% | 84.15%-74.6pp | 66.67%-57.1pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,173 | $3,238-63.8% | $2,732-57.1% | $4,662-74.8% |
| Participant deferral / active EE | $5,108 | $5,296-3.5% | $4,525+12.9% | $6,690-23.6% |
| Admin fee / account holder | $1,649 | $7,262-77.3% | $6,162-73.2% | $13,392-87.7% |