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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 | $99,158 | $100,073-0.9% | $85,126+16.5% | $145,877-32.0% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 13.98% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,581 | $3,236-51.2% | $2,731-42.1% | $4,663-66.1% |
| Participant deferral / active EE | $5,257 | $5,294-0.7% | $4,523+16.2% | $6,691-21.4% |
| Admin fee / account holder | $344 | $7,261-95.3% | $6,160-94.4% | $13,402-97.4% |