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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 | $103,070 | $102,429+0.6% | $147,096-29.9% | $80,925+27.4% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 12.77% | 135.02%-122.2pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,122 | $3,716-42.9% | $4,936-57.0% | $2,756-23.0% |
| Participant deferral / active EE | $4,837 | $6,649-27.2% | $8,071-40.1% | $4,299+12.5% |
| Admin fee / account holder | $5,028 | $7,957-36.8% | $13,005-61.3% | $6,940-27.5% |