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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 | $156,243 | $102,382+52.6% | $147,005+6.3% | $80,874+93.2% |
| Participation rate | 22.9% | 75.8%-52.9pp | 82.2%-59.2pp | 67.6%-44.7pp |
| Annual return | 11.91% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,048 | $3,715-71.8% | $4,934-78.8% | $2,756-62.0% |
| Participant deferral / active EE | $4,710 | $6,646-29.1% | $8,070-41.6% | $4,297+9.6% |
| Admin fee / account holder | $677 | $7,942-91.5% | $13,006-94.8% | $6,935-90.2% |