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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 | $144,123 | $102,382+40.8% | $147,005-2.0% | $80,874+78.2% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 23.63% | 134.89%-111.3pp | 418.76%-395.1pp | 35.62%-12.0pp |
| Employer contribution / active EE | $3,883 | $3,715+4.5% | $4,934-21.3% | $2,756+40.9% |
| Participant deferral / active EE | $6,637 | $6,646-0.1% | $8,070-17.7% | $4,297+54.5% |
| Admin fee / account holder | $3,404 | $7,942-57.1% | $13,006-73.8% | $6,935-50.9% |