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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 | $139,528 | $107,368+30.0% | $92,915+50.2% | $152,909-8.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 21.69% | 145.64%-124.0pp | 109.45%-87.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $9,900 | $4,222+134.5% | $3,653+171.0% | $4,764+107.8% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+194.9% | $5,851+113.6% |
| Admin fee / account holder | $1,909 | $7,082-73.0% | $5,796-67.1% | $11,601-83.5% |