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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 | $115,005 | $102,382+12.3% | $147,005-21.8% | $80,874+42.2% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 12.73% | 134.89%-122.2pp | 418.76%-406.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,764 | $3,715-52.5% | $4,934-64.2% | $2,756-36.0% |
| Participant deferral / active EE | $5,231 | $6,646-21.3% | $8,070-35.2% | $4,297+21.7% |
| Admin fee / account holder | $1,462 | $7,942-81.6% | $13,006-88.8% | $6,935-78.9% |