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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 | $138,766 | $111,785+24.1% | $93,669+48.1% | $145,877-4.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 12.89% | 203.79%-190.9pp | 133.59%-120.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,931 | $3,096-37.6% | $2,424-20.3% | $4,663-58.6% |
| Participant deferral / active EE | $3,127 | $4,919-36.4% | $4,416-29.2% | $6,691-53.3% |
| Admin fee / account holder | $3,753 | $10,256-63.4% | $8,291-54.7% | $13,402-72.0% |