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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 | $113,085 | $98,766+14.5% | $149,730-24.5% | $79,852+41.6% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.5%-31.1pp | 69.6%-18.2pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,861 | $3,217-11.1% | $4,645-38.4% | $2,471+15.8% |
| Participant deferral / active EE | $7,435 | $5,681+30.9% | $6,843+8.7% | $3,740+98.8% |
| Admin fee / account holder | $1,408 | $6,052-76.7% | $9,310-84.9% | $5,306-73.5% |