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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 | $102,385+0.8% | $147,080-29.9% | $80,935+27.5% |
| Participation rate | 50.8% | 75.9%-25.1pp | 82.2%-31.4pp | 67.7%-16.9pp |
| Annual return | 16.92% | 135.09%-118.2pp | 420.17%-403.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $3,728 | $3,717+0.3% | $4,933-24.4% | $2,757+35.2% |
| Participant deferral / active EE | $6,922 | $6,651+4.1% | $8,066-14.2% | $4,299+61.0% |
| Admin fee / account holder | $2,576 | $7,951-67.6% | $12,989-80.2% | $6,924-62.8% |