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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 | $99,042 | $96,731+2.4% | $123,973-20.1% | $86,983+13.9% |
| Participation rate | 56.4% | 70.0%-13.6pp | 76.7%-20.2pp | 69.5%-13.1pp |
| Annual return | 79.97% | 17.33%+62.6pp | 388.13%-308.2pp | 25.83%+54.1pp |
| Employer contribution / active EE | $2,520 | $3,297-23.6% | $4,126-38.9% | $2,584-2.5% |
| Participant deferral / active EE | $6,164 | $4,152+48.5% | $5,247+17.5% | $4,194+47.0% |
| Admin fee / account holder | $2,475 | $8,722-71.6% | $11,799-79.0% | $7,856-68.5% |