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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 | $117,773 | $102,638+14.7% | $81,982+43.7% | $158,982-25.9% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 16.40% | 61.05%-44.6pp | 41.31%-24.9pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,291 | $3,241-60.2% | $2,498-48.3% | $4,763-72.9% |
| Participant deferral / active EE | $3,518 | $4,649-24.3% | $3,722-5.5% | $5,983-41.2% |
| Admin fee / account holder | $961 | $8,237-88.3% | $5,665-83.0% | $11,252-91.5% |