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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 | $118,076 | $102,385+15.3% | $147,080-19.7% | $80,935+45.9% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 12.34% | 135.09%-122.8pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,347 | $3,717-36.9% | $4,933-52.4% | $2,757-14.9% |
| Participant deferral / active EE | $7,128 | $6,651+7.2% | $8,066-11.6% | $4,299+65.8% |
| Admin fee / account holder | $4,097 | $7,951-48.5% | $12,989-68.5% | $6,924-40.8% |