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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 | $116,308 | $102,422+13.6% | $147,117-20.9% | $80,959+43.7% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.2pp |
| Annual return | 13.98% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,717 | $3,717-53.8% | $4,932-65.2% | $2,757-37.7% |
| Participant deferral / active EE | $4,291 | $6,652-35.5% | $8,065-46.8% | $4,300-0.2% |
| Admin fee / account holder | $2,703 | $7,953-66.0% | $12,993-79.2% | $6,925-61.0% |