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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 | $102,429+40.7% | $147,096-2.0% | $80,925+78.1% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 23.63% | 135.02%-111.4pp | 419.75%-396.1pp | 35.65%-12.0pp |
| Employer contribution / active EE | $3,883 | $3,716+4.5% | $4,936-21.3% | $2,756+40.9% |
| Participant deferral / active EE | $6,637 | $6,649-0.2% | $8,071-17.8% | $4,299+54.4% |
| Admin fee / account holder | $3,404 | $7,957-57.2% | $13,005-73.8% | $6,940-51.0% |