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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 | $100,748 | $102,385-1.6% | $147,080-31.5% | $80,935+24.5% |
| Participation rate | 61.4% | 75.9%-14.5pp | 82.2%-20.8pp | 67.7%-6.3pp |
| Annual return | 13.51% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,696 | $3,717-54.4% | $4,933-65.6% | $2,757-38.5% |
| Participant deferral / active EE | $4,575 | $6,651-31.2% | $8,066-43.3% | $4,299+6.4% |
| Admin fee / account holder | $5,359 | $7,951-32.6% | $12,989-58.7% | $6,924-22.6% |