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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 | $124,978 | $106,267+17.6% | $96,520+29.5% | $139,456-10.4% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 14.33% | 38.45%-24.1pp | 35.72%-21.4pp | 373.45%-359.1pp |
| Employer contribution / active EE | $2,289 | $4,105-44.2% | $3,739-38.8% | $4,753-51.8% |
| Participant deferral / active EE | $6,741 | $5,454+23.6% | $4,879+38.2% | $6,711+0.4% |
| Admin fee / account holder | $955 | $7,882-87.9% | $6,733-85.8% | $11,407-91.6% |