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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 | $136,104 | $114,119+19.3% | $107,187+27.0% | $138,895-2.0% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 20.30% | 273.21%-252.9pp | 204.55%-184.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $2,318 | $4,059-42.9% | $3,782-38.7% | $4,194-44.7% |
| Participant deferral / active EE | $7,764 | $5,538+40.2% | $5,096+52.4% | $6,396+21.4% |
| Admin fee / account holder | $553 | $10,024-94.5% | $9,162-94.0% | $12,562-95.6% |