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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 | $101,739 | $102,422-0.7% | $147,117-30.8% | $80,959+25.7% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 14.75% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,955 | $3,717-20.5% | $4,932-40.1% | $2,757+7.2% |
| Participant deferral / active EE | $8,849 | $6,652+33.0% | $8,065+9.7% | $4,300+105.8% |
| Admin fee / account holder | $8,944 | $7,953+12.5% | $12,993-31.2% | $6,925+29.2% |