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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 | $107,659 | $102,393+5.1% | $147,041-26.8% | $80,911+33.1% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 20.86% | 134.95%-114.1pp | 419.21%-398.4pp | 35.63%-14.8pp |
| Employer contribution / active EE | $2,833 | $3,715-23.7% | $4,935-42.6% | $2,756+2.8% |
| Participant deferral / active EE | $6,154 | $6,647-7.4% | $8,071-23.8% | $4,297+43.2% |
| Admin fee / account holder | $2,571 | $7,943-67.6% | $13,006-80.2% | $6,935-62.9% |