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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 | $103,830 | $49,199+111.0% | $121,204-14.3% | $75,173+38.1% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 13.82% | 56.04%-42.2pp | 987.18%-973.4pp | 160.72%-146.9pp |
| Employer contribution / active EE | $2,654 | $1,547+71.5% | $4,170-36.4% | $2,671-0.6% |
| Participant deferral / active EE | $4,633 | $2,630+76.2% | $4,083+13.5% | $4,126+12.3% |
| Admin fee / account holder | $28,839 | $3,946+630.8% | $5,651+410.3% | $5,651+410.4% |