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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 | $120,836 | $110,551+9.3% | $80,741+49.7% | $167,536-27.9% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 16.14% | 120.57%-104.4pp | 87.30%-71.2pp | 478.82%-462.7pp |
| Employer contribution / active EE | $640 | $1,543-58.5% | $1,160-44.8% | $4,839-86.8% |
| Participant deferral / active EE | $6,853 | $2,870+138.8% | $2,145+219.4% | $6,342+8.1% |
| Admin fee / account holder | $18,381 | $4,547+304.3% | $3,380+443.7% | $12,315+49.3% |