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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 | $133,453 | $106,923+24.8% | $84,023+58.8% | $152,909-12.7% |
| Participation rate | 55.6% | 75.3%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 15.23% | 105.02%-89.8pp | 71.32%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,550 | $2,735-6.8% | $1,984+28.6% | $4,764-46.5% |
| Participant deferral / active EE | $5,637 | $4,013+40.5% | $3,239+74.0% | $5,851-3.7% |
| Admin fee / account holder | $13,609 | $8,289+64.2% | $6,102+123.0% | $11,601+17.3% |