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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 | $157,441 | $102,385+53.8% | $147,080+7.0% | $80,935+94.5% |
| Participation rate | 44.4% | 75.9%-31.4pp | 82.2%-37.7pp | 67.7%-23.2pp |
| Annual return | 15.56% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,384 | $3,717-62.8% | $4,933-71.9% | $2,757-49.8% |
| Participant deferral / active EE | $4,251 | $6,651-36.1% | $8,066-47.3% | $4,299-1.1% |
| Admin fee / account holder | $23,219 | $7,951+192.0% | $12,989+78.8% | $6,924+235.3% |