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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 | $138,764 | $123,859+12.0% | $69,632+99.3% | $145,897-4.9% |
| Participation rate | 31.3% | 69.2%-38.0pp | 66.4%-35.2pp | 80.3%-49.1pp |
| Annual return | 12.59% | 192.49%-179.9pp | 101.32%-88.7pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,327 | $2,673-50.4% | $1,708-22.4% | $4,663-71.6% |
| Participant deferral / active EE | $3,112 | $4,242-26.6% | $2,889+7.7% | $6,689-53.5% |
| Admin fee / account holder | $8,070 | $7,817+3.2% | $4,695+71.9% | $13,390-39.7% |