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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 | $105,685 | $112,935-6.4% | $90,970+16.2% | $158,966-33.5% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 15.55% | 215.79%-200.2pp | 134.58%-119.0pp | 302.95%-287.4pp |
| Employer contribution / active EE | $2,099 | $2,895-27.5% | $2,122-1.1% | $4,762-55.9% |
| Participant deferral / active EE | $4,200 | $4,129+1.7% | $3,373+24.5% | $5,983-29.8% |
| Admin fee / account holder | $18,288 | $8,045+127.3% | $5,960+206.8% | $11,250+62.6% |