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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 | $109,967+0.4% | $97,197+13.6% | $145,877-24.3% |
| Participation rate | 64.7% | 76.0%-11.2pp | 72.7%-8.0pp | 80.3%-15.6pp |
| Annual return | 17.54% | 244.27%-226.7pp | 75.47%-57.9pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,698 | $3,077-44.8% | $2,723-37.6% | $4,663-63.6% |
| Participant deferral / active EE | $6,415 | $4,676+37.2% | $4,263+50.5% | $6,691-4.1% |
| Admin fee / account holder | $10,195 | $6,199+64.5% | $5,637+80.8% | $13,402-23.9% |