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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 | $99,777 | $88,203+13.1% | $165,100-39.6% | $74,478+34.0% |
| Participation rate | 41.0% | 73.1%-32.1pp | 78.6%-37.6pp | 67.2%-26.2pp |
| Annual return | 16.74% | 17.13%-0.4pp | 70.21%-53.5pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $2,551 | $2,601-1.9% | $4,348-41.3% | $2,626-2.9% |
| Participant deferral / active EE | $4,624 | $4,505+2.6% | $6,035-23.4% | $4,350+6.3% |
| Admin fee / account holder | $5,140 | $2,235+130.0% | $12,696-59.5% | $1,946+164.1% |