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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 | $99,921+3.2% | $85,009+21.3% | $145,959-29.4% |
| Participation rate | 64.3% | 74.1%-9.8pp | 67.5%-3.2pp | 80.3%-16.0pp |
| Annual return | 9.52% | 83.89%-74.4pp | 66.47%-56.9pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,173 | $3,233-63.7% | $2,728-57.0% | $4,661-74.8% |
| Participant deferral / active EE | $5,108 | $5,293-3.5% | $4,522+13.0% | $6,689-23.6% |
| Admin fee / account holder | $1,649 | $7,252-77.3% | $6,153-73.2% | $13,398-87.7% |