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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 | $130,529 | $102,393+27.5% | $147,041-11.2% | $80,911+61.3% |
| Participation rate | 42.5% | 75.9%-33.4pp | 82.2%-39.7pp | 67.6%-25.1pp |
| Annual return | 14.28% | 134.95%-120.7pp | 419.21%-404.9pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,338 | $3,715-64.0% | $4,935-72.9% | $2,756-51.4% |
| Participant deferral / active EE | $3,292 | $6,647-50.5% | $8,071-59.2% | $4,297-23.4% |
| Admin fee / account holder | $1,084 | $7,943-86.4% | $13,006-91.7% | $6,935-84.4% |