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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 | $100,215 | $102,385-2.1% | $147,080-31.9% | $80,935+23.8% |
| Participation rate | 57.6% | 75.9%-18.3pp | 82.2%-24.6pp | 67.7%-10.1pp |
| Annual return | 14.17% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,592 | $3,717-57.2% | $4,933-67.7% | $2,757-42.2% |
| Participant deferral / active EE | $5,063 | $6,651-23.9% | $8,066-37.2% | $4,299+17.8% |
| Admin fee / account holder | $3,129 | $7,951-60.6% | $12,989-75.9% | $6,924-54.8% |