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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 | $144,543 | $102,422+41.1% | $147,117-1.7% | $80,959+78.5% |
| Participation rate | 59.5% | 75.9%-16.3pp | 82.2%-22.7pp | 67.7%-8.1pp |
| Annual return | 19.43% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,591 | $3,717-30.3% | $4,932-47.5% | $2,757-6.0% |
| Participant deferral / active EE | $6,260 | $6,652-5.9% | $8,065-22.4% | $4,300+45.6% |
| Admin fee / account holder | $1,188 | $7,953-85.1% | $12,993-90.9% | $6,925-82.8% |