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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 | $129,269 | $65,440+97.5% | $98,506+31.2% | $85,851+50.6% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.3%-7.8pp |
| Annual return | 13.53% | 21.75%-8.2pp | 1494.92%-1481.4pp | 318.63%-305.1pp |
| Employer contribution / active EE | $1,192 | $2,169-45.1% | $2,961-59.8% | $2,565-53.5% |
| Participant deferral / active EE | $2,703 | $3,168-14.7% | $4,277-36.8% | $3,952-31.6% |
| Admin fee / account holder | $16,270 | $4,596+254.0% | $5,955+173.2% | $6,261+159.9% |