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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 | $149,570 | $102,385+46.1% | $147,080+1.7% | $80,935+84.8% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 17.27% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,299 | $3,717-38.1% | $4,933-53.4% | $2,757-16.6% |
| Participant deferral / active EE | $6,717 | $6,651+1.0% | $8,066-16.7% | $4,299+56.2% |
| Admin fee / account holder | $566 | $7,951-92.9% | $12,989-95.6% | $6,924-91.8% |