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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 | $138,841 | $95,406+45.5% | $185,849-25.3% | $85,847+61.7% |
| Participation rate | 65.0% | 68.8%-3.8pp | 81.7%-16.7pp | 69.3%-4.3pp |
| Annual return | 20.81% | 23.59%-2.8pp | 122.10%-101.3pp | 318.61%-297.8pp |
| Employer contribution / active EE | $2,787 | $3,314-15.9% | $5,169-46.1% | $2,565+8.6% |
| Participant deferral / active EE | $5,485 | $3,424+60.2% | $5,569-1.5% | $3,952+38.8% |
| Admin fee / account holder | $10,070 | $7,214+39.6% | $16,244-38.0% | $6,261+60.8% |