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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 | $139,932 | $124,346+12.5% | $111,308+25.7% | $167,536-16.5% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 11.87% | 37.45%-25.6pp | 54.67%-42.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,128 | $3,437-67.2% | $2,732-58.7% | $4,839-76.7% |
| Participant deferral / active EE | $1,834 | $5,182-64.6% | $4,487-59.1% | $6,342-71.1% |
| Admin fee / account holder | $16,137 | $10,621+51.9% | $7,965+102.6% | $12,315+31.0% |