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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 | $113,570 | $110,039+3.2% | $97,260+16.8% | $145,884-22.1% |
| Participation rate | 43.8% | 75.9%-32.2pp | 72.7%-28.9pp | 80.3%-36.6pp |
| Annual return | 11.35% | 244.44%-233.1pp | 75.54%-64.2pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,176 | $3,074-61.7% | $2,721-56.8% | $4,662-74.8% |
| Participant deferral / active EE | $2,371 | $4,674-49.3% | $4,262-44.4% | $6,690-64.6% |
| Admin fee / account holder | $16,454 | $6,204+165.2% | $5,640+191.7% | $13,392+22.9% |