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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 | $114,683 | $102,385+12.0% | $147,080-22.0% | $80,935+41.7% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 29.13% | 135.09%-106.0pp | 420.17%-391.0pp | 35.66%-6.5pp |
| Employer contribution / active EE | $2,043 | $3,717-45.0% | $4,933-58.6% | $2,757-25.9% |
| Participant deferral / active EE | $5,343 | $6,651-19.7% | $8,066-33.8% | $4,299+24.3% |
| Admin fee / account holder | $6,694 | $7,951-15.8% | $12,989-48.5% | $6,924-3.3% |