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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 | $115,989 | $102,385+13.3% | $147,080-21.1% | $80,935+43.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 13.05% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,681 | $3,717-54.8% | $4,933-65.9% | $2,757-39.0% |
| Participant deferral / active EE | $3,170 | $6,651-52.3% | $8,066-60.7% | $4,299-26.3% |
| Admin fee / account holder | $2,156 | $7,951-72.9% | $12,989-83.4% | $6,924-68.9% |