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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 | $108,470 | $102,385+5.9% | $147,080-26.3% | $80,935+34.0% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 19.29% | 135.09%-115.8pp | 420.17%-400.9pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,855 | $3,717-50.1% | $4,933-62.4% | $2,757-32.7% |
| Participant deferral / active EE | $5,939 | $6,651-10.7% | $8,066-26.4% | $4,299+38.1% |
| Admin fee / account holder | $4,603 | $7,951-42.1% | $12,989-64.6% | $6,924-33.5% |