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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 | $101,832 | $102,429-0.6% | $147,096-30.8% | $80,925+25.8% |
| Participation rate | 62.7% | 75.9%-13.1pp | 82.2%-19.4pp | 67.7%-4.9pp |
| Annual return | 13.06% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,470 | $3,716-60.4% | $4,936-70.2% | $2,756-46.7% |
| Participant deferral / active EE | $4,259 | $6,649-35.9% | $8,071-47.2% | $4,299-0.9% |
| Admin fee / account holder | $5,620 | $7,957-29.4% | $13,005-56.8% | $6,940-19.0% |