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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 | $98,177 | $111,878-12.2% | $93,727+4.7% | $145,897-32.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 15.44% | 204.28%-188.8pp | 133.83%-118.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,704 | $3,092-44.9% | $2,421-29.6% | $4,663-63.4% |
| Participant deferral / active EE | $7,012 | $4,920+42.5% | $4,417+58.8% | $6,689+4.8% |
| Admin fee / account holder | $1,261 | $10,256-87.7% | $8,292-84.8% | $13,390-90.6% |