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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 | $113,781 | $102,385+11.1% | $147,080-22.6% | $80,935+40.6% |
| Participation rate | 56.5% | 75.9%-19.3pp | 82.2%-25.7pp | 67.7%-11.1pp |
| Annual return | 13.17% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,744 | $3,717-26.2% | $4,933-44.4% | $2,757-0.5% |
| Participant deferral / active EE | $3,510 | $6,651-47.2% | $8,066-56.5% | $4,299-18.4% |
| Admin fee / account holder | $2,450 | $7,951-69.2% | $12,989-81.1% | $6,924-64.6% |