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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 | $107,165 | $102,385+4.7% | $147,080-27.1% | $80,935+32.4% |
| Participation rate | 44.1% | 75.9%-31.8pp | 82.2%-38.1pp | 67.7%-23.5pp |
| Annual return | 23.22% | 135.09%-111.9pp | 420.17%-396.9pp | 35.66%-12.4pp |
| Employer contribution / active EE | $1,167 | $3,717-68.6% | $4,933-76.3% | $2,757-57.7% |
| Participant deferral / active EE | $2,817 | $6,651-57.6% | $8,066-65.1% | $4,299-34.5% |
| Admin fee / account holder | $11,656 | $7,951+46.6% | $12,989-10.3% | $6,924+68.3% |