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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 | $108,055 | $102,429+5.5% | $147,096-26.5% | $80,925+33.5% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.7%-3.6pp |
| Annual return | 38.12% | 135.02%-96.9pp | 419.75%-381.6pp | 35.65%+2.5pp |
| Employer contribution / active EE | $2,567 | $3,716-30.9% | $4,936-48.0% | $2,756-6.9% |
| Participant deferral / active EE | $10,974 | $6,649+65.1% | $8,071+36.0% | $4,299+155.3% |
| Admin fee / account holder | $3,794 | $7,957-52.3% | $13,005-70.8% | $6,940-45.3% |