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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 | $131,666 | $106,905+23.2% | $84,020+56.7% | $152,885-13.9% |
| Participation rate | 13.6% | 75.2%-61.6pp | 69.0%-55.4pp | 82.5%-68.8pp |
| Annual return | 22.80% | 105.00%-82.2pp | 71.31%-48.5pp | 345.39%-322.6pp |
| Employer contribution / active EE | $712 | $2,735-74.0% | $1,984-64.1% | $4,763-85.0% |
| Participant deferral / active EE | $1,111 | $4,012-72.3% | $3,239-65.7% | $5,851-81.0% |
| Admin fee / account holder | $19,892 | $8,287+140.1% | $6,101+226.0% | $11,598+71.5% |