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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 | $111,702 | $95,406+17.1% | $185,849-39.9% | $85,847+30.1% |
| Participation rate | 40.6% | 68.8%-28.2pp | 81.7%-41.1pp | 69.3%-28.7pp |
| Annual return | 18.74% | 23.59%-4.9pp | 122.10%-103.4pp | 318.61%-299.9pp |
| Employer contribution / active EE | $2,437 | $3,314-26.5% | $5,169-52.9% | $2,565-5.0% |
| Participant deferral / active EE | $4,083 | $3,424+19.3% | $5,569-26.7% | $3,952+3.3% |
| Admin fee / account holder | $9,875 | $7,214+36.9% | $16,244-39.2% | $6,261+57.7% |