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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 | $110,378 | $110,093+0.3% | $97,295+13.4% | $145,897-24.3% |
| Participation rate | 64.7% | 75.9%-11.2pp | 72.7%-8.0pp | 80.3%-15.6pp |
| Annual return | 17.54% | 244.76%-227.2pp | 75.62%-58.1pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,698 | $3,077-44.8% | $2,723-37.6% | $4,663-63.6% |
| Participant deferral / active EE | $6,415 | $4,678+37.1% | $4,264+50.5% | $6,689-4.1% |
| Admin fee / account holder | $10,195 | $6,212+64.1% | $5,646+80.6% | $13,390-23.9% |