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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 | $91,517 | $80,812+13.2% | $160,784-43.1% | $82,448+11.0% |
| Participation rate | 61.3% | 66.2%-4.9pp | 77.0%-15.7pp | 68.1%-6.8pp |
| Annual return | 13.45% | 100.59%-87.1pp | 1803.92%-1790.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,216 | $2,174-44.1% | $3,733-67.4% | $2,551-52.3% |
| Participant deferral / active EE | $4,466 | $4,335+3.0% | $6,293-29.0% | $4,139+7.9% |
| Admin fee / account holder | $12,325 | $7,695+60.2% | $9,717+26.8% | $7,234+70.4% |