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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 | $126,711 | $111,785+13.4% | $93,669+35.3% | $145,877-13.1% |
| Participation rate | 47.1% | 74.2%-27.2pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | 15.79% | 203.79%-188.0pp | 133.59%-117.8pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,678 | $3,096-45.8% | $2,424-30.8% | $4,663-64.0% |
| Participant deferral / active EE | $6,390 | $4,919+29.9% | $4,416+44.7% | $6,691-4.5% |
| Admin fee / account holder | $9,761 | $10,256-4.8% | $8,291+17.7% | $13,402-27.2% |