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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 | $102,393+44.8% | $147,041+0.8% | $80,911+83.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 18.25% | 134.95%-116.7pp | 419.21%-401.0pp | 35.63%-17.4pp |
| Employer contribution / active EE | $2,692 | $3,715-27.5% | $4,935-45.4% | $2,756-2.3% |
| Participant deferral / active EE | $7,754 | $6,647+16.7% | $8,071-3.9% | $4,297+80.5% |
| Admin fee / account holder | $3,557 | $7,943-55.2% | $13,006-72.7% | $6,935-48.7% |