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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 | $102,429+0.7% | $147,096-29.9% | $80,925+27.5% |
| Participation rate | 50.8% | 75.9%-25.1pp | 82.2%-31.4pp | 67.7%-16.9pp |
| Annual return | 16.92% | 135.02%-118.1pp | 419.75%-402.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | $3,728 | $3,716+0.3% | $4,936-24.5% | $2,756+35.2% |
| Participant deferral / active EE | $6,922 | $6,649+4.1% | $8,071-14.2% | $4,299+61.0% |
| Admin fee / account holder | $2,576 | $7,957-67.6% | $13,005-80.2% | $6,940-62.9% |