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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 | $128,865 | $102,422+25.8% | $147,117-12.4% | $80,959+59.2% |
| Participation rate | 58.6% | 75.9%-17.3pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 20.01% | 135.16%-115.1pp | 420.54%-400.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $3,061 | $3,717-17.7% | $4,932-37.9% | $2,757+11.0% |
| Participant deferral / active EE | $6,406 | $6,652-3.7% | $8,065-20.6% | $4,300+49.0% |
| Admin fee / account holder | $3,205 | $7,953-59.7% | $12,993-75.3% | $6,925-53.7% |