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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 | $102,165 | $105,200-2.9% | $159,474-35.9% | $85,847+19.0% |
| Participation rate | 54.0% | 75.8%-21.8pp | 82.8%-28.9pp | 69.3%-15.4pp |
| Annual return | 21.10% | 45.08%-24.0pp | 263.68%-242.6pp | 318.61%-297.5pp |
| Employer contribution / active EE | $4,487 | $3,319+35.2% | $4,831-7.1% | $2,565+74.9% |
| Participant deferral / active EE | $9,793 | $5,946+64.7% | $7,353+33.2% | $3,952+147.8% |
| Admin fee / account holder | $4,378 | $6,934-36.9% | $10,802-59.5% | $6,261-30.1% |