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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 | $100,550 | $98,766+1.8% | $149,730-32.8% | $79,852+25.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 13.43% | 27.43%-14.0pp | 276.70%-263.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,324 | $3,217-27.8% | $4,645-50.0% | $2,471-6.0% |
| Participant deferral / active EE | $5,270 | $5,681-7.2% | $6,843-23.0% | $3,740+40.9% |
| Admin fee / account holder | $2,953 | $6,052-51.2% | $9,310-68.3% | $5,306-44.3% |