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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 | $109,462 | $108,882+0.5% | $96,754+13.1% | $154,746-29.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 22.80% | 98.39%-75.6pp | 82.04%-59.2pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,941 | $3,018-35.7% | $2,679-27.6% | $4,379-55.7% |
| Participant deferral / active EE | $9,955 | $5,323+87.0% | $4,758+109.2% | $6,730+47.9% |
| Admin fee / account holder | $412 | $10,200-96.0% | $8,905-95.4% | $14,365-97.1% |