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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 | $111,178 | $55,470+100.4% | $155,556-28.5% | $74,478+49.3% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-37.0pp | 67.2%-26.0pp |
| Annual return | 11.28% | 269.80%-258.5pp | 64.84%-53.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,108 | $2,267-51.1% | $4,675-76.3% | $2,626-57.8% |
| Participant deferral / active EE | $1,944 | $2,838-31.5% | $5,631-65.5% | $4,350-55.3% |
| Admin fee / account holder | $6,609 | $1,744+278.9% | $15,885-58.4% | $1,946+239.7% |