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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 | $136,169 | $102,385+33.0% | $147,080-7.4% | $80,935+68.2% |
| Participation rate | 64.4% | 75.9%-11.5pp | 82.2%-17.8pp | 67.7%-3.3pp |
| Annual return | 15.70% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,426 | $3,717-61.6% | $4,933-71.1% | $2,757-48.3% |
| Participant deferral / active EE | $7,705 | $6,651+15.9% | $8,066-4.5% | $4,299+79.2% |
| Admin fee / account holder | $1,077 | $7,951-86.4% | $12,989-91.7% | $6,924-84.4% |