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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 | $98,260 | $102,638-4.3% | $81,982+19.9% | $158,982-38.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 13.58% | 61.05%-47.5pp | 41.31%-27.7pp | 302.99%-289.4pp |
| Employer contribution / active EE | $2,262 | $3,241-30.2% | $2,498-9.5% | $4,763-52.5% |
| Participant deferral / active EE | $6,324 | $4,649+36.0% | $3,722+69.9% | $5,983+5.7% |
| Admin fee / account holder | $11,307 | $8,237+37.3% | $5,665+99.6% | $11,252+0.5% |