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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 | $119,508 | $126,113-5.2% | $116,096+2.9% | $155,188-23.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 15.88% | 391.72%-375.8pp | 326.25%-310.4pp | 148.84%-133.0pp |
| Employer contribution / active EE | $4,187 | $2,672+56.7% | $2,503+67.2% | $4,248-1.4% |
| Participant deferral / active EE | $9,305 | $4,162+123.6% | $3,952+135.5% | $6,531+42.5% |
| Admin fee / account holder | $18,190 | $8,045+126.1% | $7,704+136.1% | $14,480+25.6% |