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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 | $101,336 | $89,367+13.4% | $141,191-28.2% | $72,975+38.9% |
| Participation rate | 53.8% | 75.1%-21.3pp | 82.5%-28.6pp | 69.5%-15.6pp |
| Annual return | 22.58% | 111.87%-89.3pp | 71.41%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $4,963 | $3,115+59.3% | $4,736+4.8% | $2,440+103.4% |
| Participant deferral / active EE | $3,541 | $5,419-34.6% | $6,710-47.2% | $3,608-1.8% |
| Admin fee / account holder | $11,188 | $5,957+87.8% | $10,264+9.0% | $5,124+118.3% |