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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 | $100,975 | $88,672+13.9% | $105,223-4.0% | $82,448+22.5% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 13.22% | 30.86%-17.6pp | 180.65%-167.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,906 | $3,048-37.5% | $3,689-48.3% | $2,551-25.3% |
| Participant deferral / active EE | $3,736 | $4,036-7.4% | $5,072-26.3% | $4,139-9.7% |
| Admin fee / account holder | $9,971 | $7,146+39.5% | $8,859+12.6% | $7,234+37.8% |