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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 | $99,682 | $102,638-2.9% | $81,982+21.6% | $158,982-37.3% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 20.17% | 61.05%-40.9pp | 41.31%-21.1pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,484 | $3,241-54.2% | $2,498-40.6% | $4,763-68.8% |
| Participant deferral / active EE | $7,712 | $4,649+65.9% | $3,722+107.2% | $5,983+28.9% |
| Admin fee / account holder | $2,756 | $8,237-66.5% | $5,665-51.4% | $11,252-75.5% |