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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 | $128,185 | $102,429+25.1% | $147,096-12.9% | $80,925+58.4% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 12.51% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,069 | $3,716-44.3% | $4,936-58.1% | $2,756-24.9% |
| Participant deferral / active EE | $5,084 | $6,649-23.5% | $8,071-37.0% | $4,299+18.3% |
| Admin fee / account holder | $5,430 | $7,957-31.8% | $13,005-58.2% | $6,940-21.8% |