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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 | $85,249 | $106,918-20.3% | $84,021+1.5% | $152,897-44.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 25.08% | 105.01%-79.9pp | 71.32%-46.2pp | 345.43%-320.4pp |
| Employer contribution / active EE | $2,005 | $2,735-26.7% | $1,984+1.1% | $4,764-57.9% |
| Participant deferral / active EE | $5,556 | $4,012+38.5% | $3,239+71.5% | $5,851-5.0% |
| Admin fee / account holder | $460 | $8,288-94.4% | $6,102-92.5% | $11,599-96.0% |