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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 | $100,651 | $102,429-1.7% | $147,096-31.6% | $80,925+24.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 11.90% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,335 | $3,716-37.2% | $4,936-52.7% | $2,756-15.3% |
| Participant deferral / active EE | $3,804 | $6,649-42.8% | $8,071-52.9% | $4,299-11.5% |
| Admin fee / account holder | $479 | $7,957-94.0% | $13,005-96.3% | $6,940-93.1% |