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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 | $114,391 | $112,121+2.0% | $95,960+19.2% | $158,966-28.0% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 16.79% | 171.16%-154.4pp | 91.63%-74.8pp | 302.95%-286.2pp |
| Employer contribution / active EE | $1,537 | $3,199-51.9% | $2,541-39.5% | $4,762-67.7% |
| Participant deferral / active EE | $4,080 | $4,784-14.7% | $4,167-2.1% | $5,983-31.8% |
| Admin fee / account holder | $2,274 | $10,135-77.6% | $6,797-66.5% | $11,250-79.8% |