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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 | $106,121 | $89,367+18.7% | $141,191-24.8% | $72,975+45.4% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 23.70% | 111.87%-88.2pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $2,033 | $3,115-34.7% | $4,736-57.1% | $2,440-16.7% |
| Participant deferral / active EE | $5,746 | $5,419+6.0% | $6,710-14.4% | $3,608+59.3% |
| Admin fee / account holder | $21,858 | $5,957+267.0% | $10,264+113.0% | $5,124+326.6% |