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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 | $122,732 | $102,385+19.9% | $147,080-16.6% | $80,935+51.6% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 14.35% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,217 | $3,717-40.4% | $4,933-55.1% | $2,757-19.6% |
| Participant deferral / active EE | $5,246 | $6,651-21.1% | $8,066-35.0% | $4,299+22.0% |
| Admin fee / account holder | $1,956 | $7,951-75.4% | $12,989-84.9% | $6,924-71.8% |