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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 | $136,969 | $106,267+28.9% | $96,520+41.9% | $139,456-1.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.32% | 38.45%-25.1pp | 35.72%-22.4pp | 373.45%-360.1pp |
| Employer contribution / active EE | $2,933 | $4,105-28.5% | $3,739-21.5% | $4,753-38.3% |
| Participant deferral / active EE | $4,054 | $5,454-25.7% | $4,879-16.9% | $6,711-39.6% |
| Admin fee / account holder | $62,778 | $7,882+696.4% | $6,733+832.4% | $11,407+450.3% |