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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 | $93,770 | $102,547-8.6% | $78,210+19.9% | $147,586-36.5% |
| Participation rate | 65.2% | 74.4%-9.2pp | 68.7%-3.5pp | 82.8%-17.6pp |
| Annual return | 16.68% | 51.08%-34.4pp | 40.90%-24.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,053 | $2,617-21.6% | $2,034+0.9% | $4,876-57.9% |
| Participant deferral / active EE | $3,881 | $3,481+11.5% | $2,823+37.5% | $5,439-28.6% |
| Admin fee / account holder | $8,000 | $5,059+58.1% | $3,758+112.9% | $10,886-26.5% |