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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 | $143,930 | $102,393+40.6% | $147,041-2.1% | $80,911+77.9% |
| Participation rate | 32.0% | 75.9%-43.9pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 17.52% | 134.95%-117.4pp | 419.21%-401.7pp | 35.63%-18.1pp |
| Employer contribution / active EE | $8,320 | $3,715+123.9% | $4,935+68.6% | $2,756+201.9% |
| Participant deferral / active EE | $3,938 | $6,647-40.7% | $8,071-51.2% | $4,297-8.3% |
| Admin fee / account holder | $1,214 | $7,943-84.7% | $13,006-90.7% | $6,935-82.5% |