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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 | $98,676 | $102,385-3.6% | $147,080-32.9% | $80,935+21.9% |
| Participation rate | 45.0% | 75.9%-30.9pp | 82.2%-37.2pp | 67.7%-22.7pp |
| Annual return | 18.08% | 135.09%-117.0pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $5,253 | $3,717+41.3% | $4,933+6.5% | $2,757+90.6% |
| Participant deferral / active EE | $5,792 | $6,651-12.9% | $8,066-28.2% | $4,299+34.7% |
| Admin fee / account holder | $19,701 | $7,951+147.8% | $12,989+51.7% | $6,924+184.5% |