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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 | $104,249 | $102,422+1.8% | $147,117-29.1% | $80,959+28.8% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 14.53% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,283 | $3,717-38.6% | $4,932-53.7% | $2,757-17.2% |
| Participant deferral / active EE | $5,783 | $6,652-13.1% | $8,065-28.3% | $4,300+34.5% |
| Admin fee / account holder | $2,202 | $7,953-72.3% | $12,993-83.0% | $6,925-68.2% |