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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 | $107,097 | $102,422+4.6% | $147,117-27.2% | $80,959+32.3% |
| Participation rate | 59.5% | 75.9%-16.3pp | 82.2%-22.7pp | 67.7%-8.1pp |
| Annual return | 11.86% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,357 | $3,717-63.5% | $4,932-72.5% | $2,757-50.8% |
| Participant deferral / active EE | $4,795 | $6,652-27.9% | $8,065-40.5% | $4,300+11.5% |
| Admin fee / account holder | $1,286 | $7,953-83.8% | $12,993-90.1% | $6,925-81.4% |