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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 | $133,399 | $102,422+30.2% | $147,117-9.3% | $80,959+64.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 12.91% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,944 | $3,717-47.7% | $4,932-60.6% | $2,757-29.5% |
| Participant deferral / active EE | $4,011 | $6,652-39.7% | $8,065-50.3% | $4,300-6.7% |
| Admin fee / account holder | $4,435 | $7,953-44.2% | $12,993-65.9% | $6,925-36.0% |