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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 | $102,422+40.7% | $147,117-2.0% | $80,959+78.0% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 23.63% | 135.16%-111.5pp | 420.54%-396.9pp | 35.67%-12.0pp |
| Employer contribution / active EE | $3,883 | $3,717+4.4% | $4,932-21.3% | $2,757+40.8% |
| Participant deferral / active EE | $6,637 | $6,652-0.2% | $8,065-17.7% | $4,300+54.3% |
| Admin fee / account holder | $3,404 | $7,953-57.2% | $12,993-73.8% | $6,925-50.9% |