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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 | $134,930 | $123,750+9.0% | $69,611+93.8% | $145,877-7.5% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.4%-41.4pp | 80.3%-55.3pp |
| Annual return | 7.40% | 192.03%-184.6pp | 101.14%-93.7pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,225 | $2,672-16.7% | $1,709+30.2% | $4,663-52.3% |
| Participant deferral / active EE | $2,505 | $4,243-41.0% | $2,891-13.3% | $6,691-62.6% |
| Admin fee / account holder | $431 | $7,817-94.5% | $4,696-90.8% | $13,402-96.8% |