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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 | $120,551 | $129,737-7.1% | $119,126+1.2% | $154,746-22.1% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 17.20% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,652 | $4,375-39.4% | $4,034-34.3% | $4,379-39.4% |
| Participant deferral / active EE | $8,452 | $5,842+44.7% | $5,318+58.9% | $6,730+25.6% |
| Admin fee / account holder | $3,044 | $11,961-74.5% | $10,693-71.5% | $14,365-78.8% |