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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 | $104,181 | $70,666+47.4% | $169,385-38.5% | $75,181+38.6% |
| Participation rate | 52.3% | 64.8%-12.5pp | 77.2%-24.9pp | 67.2%-14.9pp |
| Annual return | 14.95% | 36.37%-21.4pp | 405.82%-390.9pp | 160.69%-145.7pp |
| Employer contribution / active EE | $2,774 | $2,210+25.5% | $4,012-30.8% | $2,671+3.9% |
| Participant deferral / active EE | $6,139 | $4,308+42.5% | $6,221-1.3% | $4,126+48.8% |
| Admin fee / account holder | $32,527 | $5,402+502.1% | $9,011+261.0% | $5,650+475.7% |