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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 | $137,988 | $102,385+34.8% | $147,080-6.2% | $80,935+70.5% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.8pp |
| Annual return | 14.48% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,092 | $3,717-43.7% | $4,933-57.6% | $2,757-24.1% |
| Participant deferral / active EE | $4,320 | $6,651-35.1% | $8,066-46.4% | $4,299+0.5% |
| Admin fee / account holder | $21,785 | $7,951+174.0% | $12,989+67.7% | $6,924+214.6% |