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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 | $106,912 | $105,210+1.6% | $159,487-33.0% | $85,851+24.5% |
| Participation rate | 68.2% | 75.8%-7.6pp | 82.8%-14.7pp | 69.3%-1.1pp |
| Annual return | 23.49% | 45.08%-21.6pp | 263.71%-240.2pp | 318.63%-295.1pp |
| Employer contribution / active EE | $3,027 | $3,319-8.8% | $4,831-37.3% | $2,565+18.0% |
| Participant deferral / active EE | $7,048 | $5,946+18.5% | $7,354-4.2% | $3,952+78.3% |
| Admin fee / account holder | $3,803 | $6,934-45.2% | $10,804-64.8% | $6,261-39.3% |