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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 | $142,340 | $102,429+39.0% | $147,096-3.2% | $80,925+75.9% |
| Participation rate | 66.0% | 75.9%-9.8pp | 82.2%-16.1pp | 67.7%-1.6pp |
| Annual return | 13.75% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,642 | $3,716-55.8% | $4,936-66.7% | $2,756-40.4% |
| Participant deferral / active EE | $4,345 | $6,649-34.6% | $8,071-46.2% | $4,299+1.1% |
| Admin fee / account holder | $9,082 | $7,957+14.1% | $13,005-30.2% | $6,940+30.9% |