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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 | $100,402 | $53,063+89.2% | $124,206-19.2% | $82,637+21.5% |
| Participation rate | 56.3% | 58.4%-2.2pp | 69.6%-13.3pp | 68.1%-11.8pp |
| Annual return | 13.72% | 68.87%-55.2pp | 515.27%-501.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,464 | $1,530-4.3% | $3,540-58.6% | $2,552-42.6% |
| Participant deferral / active EE | $5,490 | $2,644+107.6% | $3,968+38.4% | $4,126+33.0% |
| Admin fee / account holder | $19,057 | $4,281+345.2% | $5,929+221.4% | $7,339+159.7% |