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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 | $94,672 | $89,259+6.1% | $107,187-11.7% | $82,637+14.6% |
| Participation rate | 58.3% | 67.9%-9.6pp | 75.0%-16.7pp | 68.1%-9.7pp |
| Annual return | 136.57% | 21.02%+115.5pp | 204.55%-68.0pp | 53.51%+83.1pp |
| Employer contribution / active EE | $2,107 | $3,080-31.6% | $3,782-44.3% | $2,552-17.5% |
| Participant deferral / active EE | $3,019 | $4,037-25.2% | $5,096-40.8% | $4,126-26.8% |
| Admin fee / account holder | $2,849 | $7,381-61.4% | $9,162-68.9% | $7,339-61.2% |