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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 | $111,878+24.0% | $93,727+48.1% | $145,897-4.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 12.89% | 204.28%-191.4pp | 133.83%-120.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,931 | $3,092-37.5% | $2,421-20.2% | $4,663-58.6% |
| Participant deferral / active EE | $3,127 | $4,920-36.5% | $4,417-29.2% | $6,689-53.3% |
| Admin fee / account holder | $3,753 | $10,256-63.4% | $8,292-54.7% | $13,390-72.0% |