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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 | $102,848 | $102,385+0.5% | $147,080-30.1% | $80,935+27.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 15.54% | 135.09%-119.6pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,064 | $3,717-17.6% | $4,933-37.9% | $2,757+11.1% |
| Participant deferral / active EE | $3,624 | $6,651-45.5% | $8,066-55.1% | $4,299-15.7% |
| Admin fee / account holder | $2,318 | $7,951-70.9% | $12,989-82.2% | $6,924-66.5% |