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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 | $96,256 | $103,000-6.5% | $90,300+6.6% | $152,885-37.0% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 27.17% | 95.19%-68.0pp | 78.11%-50.9pp | 345.39%-318.2pp |
| Employer contribution / active EE | $7,333 | $3,138+133.6% | $2,854+156.9% | $4,763+53.9% |
| Participant deferral / active EE | $2,446 | $4,281-42.8% | $3,884-37.0% | $5,851-58.2% |
| Admin fee / account holder | $6,730 | $6,173+9.0% | $5,353+25.7% | $11,598-42.0% |