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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 | $55,446+100.5% | $155,574-28.5% | $74,429+49.4% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.9pp | 67.2%-25.9pp |
| Annual return | 11.28% | 269.20%-257.9pp | 64.87%-53.6pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,108 | $2,266-51.1% | $4,676-76.3% | $2,625-57.8% |
| Participant deferral / active EE | $1,944 | $2,836-31.4% | $5,629-65.5% | $4,348-55.3% |
| Admin fee / account holder | $6,609 | $1,743+279.2% | $15,914-58.5% | $1,944+239.9% |