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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 | $102,385+39.0% | $147,080-3.2% | $80,935+75.9% |
| Participation rate | 66.0% | 75.9%-9.8pp | 82.2%-16.1pp | 67.7%-1.6pp |
| Annual return | 13.75% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,642 | $3,717-55.8% | $4,933-66.7% | $2,757-40.4% |
| Participant deferral / active EE | $4,345 | $6,651-34.7% | $8,066-46.1% | $4,299+1.1% |
| Admin fee / account holder | $9,082 | $7,951+14.2% | $12,989-30.1% | $6,924+31.2% |