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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 | $111,598 | $56,116+98.9% | $135,768-17.8% | $86,983+28.3% |
| Participation rate | 51.1% | 60.1%-9.0pp | 71.1%-20.0pp | 69.5%-18.4pp |
| Annual return | 15.40% | 125.33%-109.9pp | 526.10%-510.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,522 | $1,528-0.4% | $3,394-55.1% | $2,584-41.1% |
| Participant deferral / active EE | $3,407 | $2,690+26.7% | $3,977-14.3% | $4,194-18.8% |
| Admin fee / account holder | $3,793 | $4,314-12.1% | $7,048-46.2% | $7,856-51.7% |