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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 | $148,276 | $102,385+44.8% | $147,080+0.8% | $80,935+83.2% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 18.25% | 135.09%-116.8pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $2,692 | $3,717-27.6% | $4,933-45.4% | $2,757-2.3% |
| Participant deferral / active EE | $7,754 | $6,651+16.6% | $8,066-3.9% | $4,299+80.4% |
| Admin fee / account holder | $3,557 | $7,951-55.3% | $12,989-72.6% | $6,924-48.6% |