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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 | $116,050 | $105,200+10.3% | $159,474-27.2% | $85,847+35.2% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.8%-19.9pp | 69.3%-6.4pp |
| Annual return | 13.21% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,131 | $3,319-35.8% | $4,831-55.9% | $2,565-16.9% |
| Participant deferral / active EE | $6,257 | $5,946+5.2% | $7,353-14.9% | $3,952+58.3% |
| Admin fee / account holder | $8,370 | $6,934+20.7% | $10,802-22.5% | $6,261+33.7% |