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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 | $97,938 | $85,171+15.0% | $172,752-43.3% | $72,975+34.2% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 16.06% | 27.32%-11.3pp | 802.97%-786.9pp | 81.01%-65.0pp |
| Employer contribution / active EE | $2,051 | $3,324-38.3% | $5,144-60.1% | $2,440-16.0% |
| Participant deferral / active EE | $3,802 | $3,260+16.6% | $5,198-26.9% | $3,608+5.4% |
| Admin fee / account holder | $4,192 | $5,880-28.7% | $13,955-70.0% | $5,124-18.2% |