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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 | $115,423 | $115,814-0.3% | $101,275+14.0% | $158,982-27.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.67% | 56.16%-41.5pp | 46.48%-31.8pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,006 | $4,176-52.0% | $3,660-45.2% | $4,763-57.9% |
| Participant deferral / active EE | $7,801 | $4,958+57.3% | $4,371+78.5% | $5,983+30.4% |
| Admin fee / account holder | $4,292 | $7,249-40.8% | $5,948-27.8% | $11,252-61.9% |