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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 | $90,800 | $102,547-11.5% | $78,210+16.1% | $147,586-38.5% |
| Participation rate | 55.6% | 74.4%-18.9pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 22.44% | 51.08%-28.6pp | 40.90%-18.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,416 | $2,617-7.7% | $2,034+18.8% | $4,876-50.5% |
| Participant deferral / active EE | $3,586 | $3,481+3.0% | $2,823+27.1% | $5,439-34.1% |
| Admin fee / account holder | $2,138 | $5,059-57.7% | $3,758-43.1% | $10,886-80.4% |