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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 | $113,637 | $56,116+102.5% | $135,768-16.3% | $86,983+30.6% |
| Participation rate | 43.2% | 60.1%-16.9pp | 71.1%-27.8pp | 69.5%-26.3pp |
| Annual return | 16.87% | 125.33%-108.5pp | 526.10%-509.2pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,796 | $1,528+17.6% | $3,394-47.1% | $2,584-30.5% |
| Participant deferral / active EE | $4,015 | $2,690+49.3% | $3,977+0.9% | $4,194-4.3% |
| Admin fee / account holder | $5,050 | $4,314+17.1% | $7,048-28.4% | $7,856-35.7% |