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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 | $102,116 | $106,905-4.5% | $84,020+21.5% | $152,885-33.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 24.18% | 105.00%-80.8pp | 71.31%-47.1pp | 345.39%-321.2pp |
| Employer contribution / active EE | $1,370 | $2,735-49.9% | $1,984-30.9% | $4,763-71.2% |
| Participant deferral / active EE | $4,953 | $4,012+23.5% | $3,239+52.9% | $5,851-15.3% |
| Admin fee / account holder | $17,571 | $8,287+112.0% | $6,101+188.0% | $11,598+51.5% |