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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 | $117,692 | $102,422+14.9% | $147,117-20.0% | $80,959+45.4% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 12.03% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,201 | $3,717-40.8% | $4,932-55.4% | $2,757-20.2% |
| Participant deferral / active EE | $3,624 | $6,652-45.5% | $8,065-55.1% | $4,300-15.7% |
| Admin fee / account holder | $11,950 | $7,953+50.3% | $12,993-8.0% | $6,925+72.6% |