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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 | $108,335 | $93,345+16.1% | $119,126-9.1% | $87,485+23.8% |
| Participation rate | 64.2% | 68.7%-4.6pp | 75.8%-11.6pp | 68.9%-4.8pp |
| Annual return | 12.71% | 19.08%-6.4pp | 282.11%-269.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,869 | $3,172-41.1% | $4,034-53.7% | $2,596-28.0% |
| Participant deferral / active EE | $3,159 | $4,099-22.9% | $5,318-40.6% | $4,274-26.1% |
| Admin fee / account holder | $15,709 | $8,039+95.4% | $10,693+46.9% | $7,775+102.1% |