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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 | $139,370 | $102,422+36.1% | $147,117-5.3% | $80,959+72.1% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 13.31% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,601 | $3,717-56.9% | $4,932-67.5% | $2,757-41.9% |
| Participant deferral / active EE | $2,743 | $6,652-58.8% | $8,065-66.0% | $4,300-36.2% |
| Admin fee / account holder | $2,629 | $7,953-66.9% | $12,993-79.8% | $6,925-62.0% |