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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 | $120,539 | $85,171+41.5% | $172,752-30.2% | $72,975+65.2% |
| Participation rate | 61.4% | 70.1%-8.6pp | 82.6%-21.2pp | 69.5%-8.0pp |
| Annual return | 20.41% | 27.32%-6.9pp | 802.97%-782.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $2,287 | $3,324-31.2% | $5,144-55.5% | $2,440-6.3% |
| Participant deferral / active EE | $4,494 | $3,260+37.9% | $5,198-13.5% | $3,608+24.6% |
| Admin fee / account holder | $11,802 | $5,880+100.7% | $13,955-15.4% | $5,124+130.3% |