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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 | $103,172 | $102,422+0.7% | $147,117-29.9% | $80,959+27.4% |
| Participation rate | 50.8% | 75.9%-25.1pp | 82.2%-31.4pp | 67.7%-16.9pp |
| Annual return | 16.92% | 135.16%-118.2pp | 420.54%-403.6pp | 35.67%-18.7pp |
| Employer contribution / active EE | $3,728 | $3,717+0.3% | $4,932-24.4% | $2,757+35.2% |
| Participant deferral / active EE | $6,922 | $6,652+4.1% | $8,065-14.2% | $4,300+61.0% |
| Admin fee / account holder | $2,576 | $7,953-67.6% | $12,993-80.2% | $6,925-62.8% |