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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 | $103,851 | $99,652+4.2% | $78,778+31.8% | $147,586-29.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 14.64% | 47.28%-32.6pp | 35.62%-21.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,005 | $2,796-64.0% | $1,986-49.4% | $4,876-79.4% |
| Participant deferral / active EE | $5,263 | $3,664+43.7% | $2,958+77.9% | $5,439-3.2% |
| Admin fee / account holder | $1,106 | $7,155-84.5% | $5,134-78.5% | $10,886-89.8% |