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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 | $107,926 | $114,712-5.9% | $173,730-37.9% | $87,485+23.4% |
| Participation rate | 63.0% | 73.0%-10.0pp | 79.6%-16.6pp | 68.9%-6.0pp |
| Annual return | 96.20% | 20.18%+76.0pp | 19.96%+76.2pp | 26.06%+70.1pp |
| Employer contribution / active EE | $1,018 | $2,904-64.9% | $4,577-77.8% | $2,596-60.8% |
| Participant deferral / active EE | $2,702 | $4,642-41.8% | $6,326-57.3% | $4,274-36.8% |
| Admin fee / account holder | $2,063 | $10,210-79.8% | $17,523-88.2% | $7,775-73.5% |