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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 | $144,191 | $102,385+40.8% | $147,080-2.0% | $80,935+78.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.8pp | 67.7%-34.3pp |
| Annual return | 13.65% | 135.09%-121.4pp | 420.17%-406.5pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,782 | $3,717-52.0% | $4,933-63.9% | $2,757-35.3% |
| Participant deferral / active EE | $4,806 | $6,651-27.7% | $8,066-40.4% | $4,299+11.8% |
| Admin fee / account holder | $7,889 | $7,951-0.8% | $12,989-39.3% | $6,924+13.9% |