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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 | $104,422 | $102,429+1.9% | $147,096-29.0% | $80,925+29.0% |
| Participation rate | 68.3% | 75.9%-7.6pp | 82.2%-13.9pp | 67.7%+0.6pp |
| Annual return | 14.39% | 135.02%-120.6pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,041 | $3,716+8.8% | $4,936-18.1% | $2,756+46.6% |
| Participant deferral / active EE | $8,565 | $6,649+28.8% | $8,071+6.1% | $4,299+99.2% |
| Admin fee / account holder | $3,630 | $7,957-54.4% | $13,005-72.1% | $6,940-47.7% |