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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 | $105,973 | $43,730+142.3% | $121,220-12.6% | $64,173+65.1% |
| Participation rate | 62.5% | 58.3%+4.2pp | 71.8%-9.3pp | 69.6%-7.1pp |
| Annual return | -4.51% | 68.94%-73.5pp | 16.94%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,661 | $1,297+28.1% | $4,023-58.7% | $2,381-30.2% |
| Participant deferral / active EE | $5,185 | $2,281+127.3% | $3,345+55.0% | $3,470+49.4% |
| Admin fee / account holder | $2,482 | $3,502-29.1% | $5,021-50.6% | $4,887-49.2% |