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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 | $91,711 | $100,139-8.4% | $85,187+7.7% | $145,884-37.1% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 16.19% | 84.15%-68.0pp | 66.67%-50.5pp | 551.85%-535.7pp |
| Employer contribution / active EE | $8,810 | $3,238+172.1% | $2,732+222.4% | $4,662+89.0% |
| Participant deferral / active EE | $5,375 | $5,296+1.5% | $4,525+18.8% | $6,690-19.6% |
| Admin fee / account holder | $1,635 | $7,262-77.5% | $6,162-73.5% | $13,392-87.8% |