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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 | $131,784 | $102,429+28.7% | $147,096-10.4% | $80,925+62.8% |
| Participation rate | 41.0% | 75.9%-34.8pp | 82.2%-41.2pp | 67.7%-26.6pp |
| Annual return | 15.14% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,947 | $3,716-47.6% | $4,936-60.6% | $2,756-29.4% |
| Participant deferral / active EE | $4,379 | $6,649-34.1% | $8,071-45.7% | $4,299+1.9% |
| Admin fee / account holder | $17,248 | $7,957+116.8% | $13,005+32.6% | $6,940+148.5% |