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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 | $101,626 | $73,518+38.2% | $63,003+61.3% | $147,585-31.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 13.60% | 175.46%-161.9pp | 87.59%-74.0pp | 578.57%-565.0pp |
| Employer contribution / active EE | $1,660 | $3,322-50.0% | $2,760-39.9% | $4,876-66.0% |
| Participant deferral / active EE | $4,170 | $4,183-0.3% | $3,329+25.3% | $5,439-23.3% |
| Admin fee / account holder | $3,338 | $5,952-43.9% | $3,600-7.3% | $10,885-69.3% |