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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 | $116,085 | $102,385+13.4% | $147,080-21.1% | $80,935+43.4% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 12.01% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,860 | $3,717-50.0% | $4,933-62.3% | $2,757-32.5% |
| Participant deferral / active EE | $5,160 | $6,651-22.4% | $8,066-36.0% | $4,299+20.0% |
| Admin fee / account holder | $2,970 | $7,951-62.6% | $12,989-77.1% | $6,924-57.1% |