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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 | $102,393+0.4% | $147,041-30.1% | $80,911+27.1% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 15.54% | 134.95%-119.4pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,064 | $3,715-17.5% | $4,935-37.9% | $2,756+11.2% |
| Participant deferral / active EE | $3,624 | $6,647-45.5% | $8,071-55.1% | $4,297-15.7% |
| Admin fee / account holder | $2,318 | $7,943-70.8% | $13,006-82.2% | $6,935-66.6% |