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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 | $139,406 | $115,814+20.4% | $101,275+37.7% | $158,982-12.3% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 18.63% | 56.16%-37.5pp | 46.48%-27.8pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,199 | $4,176-47.3% | $3,660-39.9% | $4,763-53.8% |
| Participant deferral / active EE | $7,809 | $4,958+57.5% | $4,371+78.7% | $5,983+30.5% |
| Admin fee / account holder | $84,025 | $7,249+1059.1% | $5,948+1312.7% | $11,252+646.8% |