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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 | $102,393+4.6% | $147,041-27.2% | $80,911+32.4% |
| Participation rate | 59.5% | 75.9%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 11.86% | 134.95%-123.1pp | 419.21%-407.3pp | 35.63%-23.8pp |
| Employer contribution / active EE | $1,357 | $3,715-63.5% | $4,935-72.5% | $2,756-50.8% |
| Participant deferral / active EE | $4,795 | $6,647-27.9% | $8,071-40.6% | $4,297+11.6% |
| Admin fee / account holder | $1,286 | $7,943-83.8% | $13,006-90.1% | $6,935-81.5% |