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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 | $122,243 | $99,921+22.3% | $85,009+43.8% | $145,959-16.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 12.30% | 83.89%-71.6pp | 66.47%-54.2pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,071 | $3,233-35.9% | $2,728-24.1% | $4,661-55.6% |
| Participant deferral / active EE | $3,098 | $5,293-41.5% | $4,522-31.5% | $6,689-53.7% |
| Admin fee / account holder | $18,404 | $7,252+153.8% | $6,153+199.1% | $13,398+37.4% |