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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 | $166,078 | $102,382+62.2% | $147,005+13.0% | $80,874+105.4% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 19.04% | 134.89%-115.9pp | 418.76%-399.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,295 | $3,715-65.2% | $4,934-73.8% | $2,756-53.0% |
| Participant deferral / active EE | $3,327 | $6,646-49.9% | $8,070-58.8% | $4,297-22.6% |
| Admin fee / account holder | $3,752 | $7,942-52.8% | $13,006-71.1% | $6,935-45.9% |