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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 | $135,639 | $99,079+36.9% | $78,002+73.9% | $273,972-50.5% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.5%-14.0pp | 83.0%-21.5pp |
| Annual return | 6.09% | 217.93%-211.8pp | 425.99%-419.9pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,226 | $3,308-32.7% | $2,470-9.9% | $4,869-54.3% |
| Participant deferral / active EE | $5,904 | $4,306+37.1% | $3,497+68.8% | $5,287+11.7% |
| Admin fee / account holder | $2,464 | $8,954-72.5% | $5,481-55.0% | $10,133-75.7% |