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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 | $134,135 | $117,895+13.8% | $102,460+30.9% | $145,897-8.1% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 10.33% | 31.92%-21.6pp | 29.47%-19.1pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,129 | $3,619-41.2% | $3,025-29.6% | $4,663-54.3% |
| Participant deferral / active EE | $4,318 | $5,736-24.7% | $5,056-14.6% | $6,689-35.4% |
| Admin fee / account holder | $10,220 | $13,353-23.5% | $9,460+8.0% | $13,390-23.7% |