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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 | $95,829 | $100,073-4.2% | $85,126+12.6% | $145,877-34.3% |
| Participation rate | 56.3% | 74.1%-17.9pp | 67.5%-11.3pp | 80.3%-24.1pp |
| Annual return | 11.73% | 84.11%-72.4pp | 66.63%-54.9pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,384 | $3,236-26.3% | $2,731-12.7% | $4,663-48.9% |
| Participant deferral / active EE | $4,180 | $5,294-21.1% | $4,523-7.6% | $6,691-37.5% |
| Admin fee / account holder | $21,542 | $7,261+196.7% | $6,160+249.7% | $13,402+60.7% |