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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 | $102,393+16.2% | $147,041-19.1% | $80,911+47.0% |
| Participation rate | 62.2% | 75.9%-13.7pp | 82.2%-20.0pp | 67.6%-5.5pp |
| Annual return | 14.36% | 134.95%-120.6pp | 419.21%-404.9pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,120 | $3,715-42.9% | $4,935-57.0% | $2,756-23.1% |
| Participant deferral / active EE | $4,597 | $6,647-30.8% | $8,071-43.0% | $4,297+7.0% |
| Admin fee / account holder | $23,967 | $7,943+201.7% | $13,006+84.3% | $6,935+245.6% |