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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 | $134,520 | $102,393+31.4% | $147,041-8.5% | $80,911+66.3% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.6%-12.4pp |
| Annual return | 15.36% | 134.95%-119.6pp | 419.21%-403.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $3,008 | $3,715-19.0% | $4,935-39.0% | $2,756+9.1% |
| Participant deferral / active EE | $5,309 | $6,647-20.1% | $8,071-34.2% | $4,297+23.5% |
| Admin fee / account holder | $2,969 | $7,943-62.6% | $13,006-77.2% | $6,935-57.2% |