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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 | $134,358 | $116,203+15.6% | $93,621+43.5% | $152,897-12.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.8%-13.3pp | 82.5%-20.0pp |
| Annual return | 24.54% | 35.96%-11.4pp | 32.76%-8.2pp | 345.43%-320.9pp |
| Employer contribution / active EE | $2,227 | $3,219-30.8% | $2,719-18.1% | $4,764-53.3% |
| Participant deferral / active EE | $6,776 | $4,605+47.2% | $4,070+66.5% | $5,851+15.8% |
| Admin fee / account holder | $982 | $10,751-90.9% | $7,890-87.6% | $11,599-91.5% |