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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 | $108,276 | $111,535-2.9% | $105,223+2.9% | $137,256-21.1% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 15.41% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,767 | $3,939-55.1% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $4,121 | $5,500-25.1% | $5,072-18.7% | $6,407-35.7% |
| Admin fee / account holder | $12,483 | $9,721+28.4% | $8,859+40.9% | $12,270+1.7% |