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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 | $100,022 | $102,385-2.3% | $147,080-32.0% | $80,935+23.6% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 15.89% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,490 | $3,717-33.0% | $4,933-49.5% | $2,757-9.7% |
| Participant deferral / active EE | $4,783 | $6,651-28.1% | $8,066-40.7% | $4,299+11.3% |
| Admin fee / account holder | $2,282 | $7,951-71.3% | $12,989-82.4% | $6,924-67.0% |