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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 | $107,791 | $112,915-4.5% | $90,965+18.5% | $158,950-32.2% |
| Participation rate | 26.7% | 74.7%-48.1pp | 69.0%-42.3pp | 82.0%-55.3pp |
| Annual return | 21.79% | 215.75%-194.0pp | 134.57%-112.8pp | 302.91%-281.1pp |
| Employer contribution / active EE | $828 | $2,894-71.4% | $2,122-61.0% | $4,762-82.6% |
| Participant deferral / active EE | $4,411 | $4,128+6.8% | $3,373+30.8% | $5,983-26.3% |
| Admin fee / account holder | $4,027 | $8,044-49.9% | $5,960-32.4% | $11,248-64.2% |