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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 | $108,972 | $102,638+6.2% | $81,991+32.9% | $158,966-31.4% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | 15.81% | 61.05%-45.2pp | 41.31%-25.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,571 | $3,241-51.5% | $2,498-37.1% | $4,762-67.0% |
| Participant deferral / active EE | $10,381 | $4,649+123.3% | $3,722+178.9% | $5,983+73.5% |
| Admin fee / account holder | $14,940 | $8,237+81.4% | $5,665+163.7% | $11,250+32.8% |