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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 | $129,258 | $102,393+26.2% | $147,041-12.1% | $80,911+59.8% |
| Participation rate | 40.6% | 75.9%-35.2pp | 82.2%-41.5pp | 67.6%-27.0pp |
| Annual return | 19.39% | 134.95%-115.6pp | 419.21%-399.8pp | 35.63%-16.2pp |
| Employer contribution / active EE | $1,731 | $3,715-53.4% | $4,935-64.9% | $2,756-37.2% |
| Participant deferral / active EE | $3,548 | $6,647-46.6% | $8,071-56.0% | $4,297-17.4% |
| Admin fee / account holder | $9,786 | $7,943+23.2% | $13,006-24.8% | $6,935+41.1% |