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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 | $109,290 | $111,535-2.0% | $105,223+3.9% | $137,256-20.4% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 13.47% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,796 | $3,939-54.4% | $3,689-51.3% | $4,156-56.8% |
| Participant deferral / active EE | $4,183 | $5,500-23.9% | $5,072-17.5% | $6,407-34.7% |
| Admin fee / account holder | $15,988 | $9,721+64.5% | $8,859+80.5% | $12,270+30.3% |