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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 | $107,774 | $61,125+76.3% | $94,057+14.6% | $87,485+23.2% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 16.67% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,000 | $2,136-53.2% | $2,933-65.9% | $2,596-61.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,189 | $5,629-7.8% | $7,244-28.4% | $7,775-33.3% |