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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 | $106,588 | $105,200+1.3% | $159,474-33.2% | $85,847+24.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 28.43% | 45.08%-16.6pp | 263.68%-235.2pp | 318.61%-290.2pp |
| Employer contribution / active EE | $1,921 | $3,319-42.1% | $4,831-60.2% | $2,565-25.1% |
| Participant deferral / active EE | $4,216 | $5,946-29.1% | $7,353-42.7% | $3,952+6.7% |
| Admin fee / account holder | $4,821 | $6,934-30.5% | $10,802-55.4% | $6,261-23.0% |