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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 | $107,491 | $125,190-14.1% | $105,624+1.8% | $145,897-26.3% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 19.21% | 225.22%-206.0pp | 116.20%-97.0pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,437 | $3,720-34.5% | $3,168-23.1% | $4,663-47.7% |
| Participant deferral / active EE | $3,299 | $5,716-42.3% | $5,013-34.2% | $6,689-50.7% |
| Admin fee / account holder | $13,722 | $17,138-19.9% | $10,961+25.2% | $13,390+2.5% |