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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 | $104,718 | $125,193-16.4% | $105,591-0.8% | $145,978-28.3% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.21% | 225.53%-212.3pp | 116.43%-103.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,405 | $3,718-35.3% | $3,166-24.0% | $4,662-48.4% |
| Participant deferral / active EE | $19,178 | $5,708+236.0% | $5,008+282.9% | $6,690+186.7% |
| Admin fee / account holder | $1,383 | $17,277-92.0% | $11,024-87.5% | $13,400-89.7% |