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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 | $96,371 | $102,385-5.9% | $147,080-34.5% | $80,935+19.1% |
| Participation rate | 51.2% | 75.9%-24.7pp | 82.2%-31.0pp | 67.7%-16.5pp |
| Annual return | 20.35% | 135.09%-114.7pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $3,370 | $3,717-9.3% | $4,933-31.7% | $2,757+22.3% |
| Participant deferral / active EE | $7,185 | $6,651+8.0% | $8,066-10.9% | $4,299+67.1% |
| Admin fee / account holder | $14,286 | $7,951+79.7% | $12,989+10.0% | $6,924+106.3% |