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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 | $110,295 | $102,385+7.7% | $147,080-25.0% | $80,935+36.3% |
| Participation rate | 69.4% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 13.04% | 135.09%-122.1pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,711 | $3,717-54.0% | $4,933-65.3% | $2,757-37.9% |
| Participant deferral / active EE | $3,734 | $6,651-43.9% | $8,066-53.7% | $4,299-13.2% |
| Admin fee / account holder | $3,076 | $7,951-61.3% | $12,989-76.3% | $6,924-55.6% |