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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 | $102,385+31.4% | $147,080-8.5% | $80,935+66.2% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.4pp |
| Annual return | 15.36% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $3,008 | $3,717-19.1% | $4,933-39.0% | $2,757+9.1% |
| Participant deferral / active EE | $5,309 | $6,651-20.2% | $8,066-34.2% | $4,299+23.5% |
| Admin fee / account holder | $2,969 | $7,951-62.7% | $12,989-77.1% | $6,924-57.1% |