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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 | $131,263 | $105,210+24.8% | $159,487-17.7% | $85,851+52.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 18.47% | 45.08%-26.6pp | 263.71%-245.2pp | 318.63%-300.2pp |
| Employer contribution / active EE | $2,067 | $3,319-37.7% | $4,831-57.2% | $2,565-19.4% |
| Participant deferral / active EE | $5,293 | $5,946-11.0% | $7,354-28.0% | $3,952+33.9% |
| Admin fee / account holder | $3,676 | $6,934-47.0% | $10,804-66.0% | $6,261-41.3% |