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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 | $118,974 | $102,422+16.2% | $147,117-19.1% | $80,959+47.0% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.7%-5.5pp |
| Annual return | 14.36% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,120 | $3,717-43.0% | $4,932-57.0% | $2,757-23.1% |
| Participant deferral / active EE | $4,597 | $6,652-30.9% | $8,065-43.0% | $4,300+6.9% |
| Admin fee / account holder | $23,967 | $7,953+201.3% | $12,993+84.5% | $6,925+246.1% |