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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 | $102,422+12.3% | $147,117-21.8% | $80,959+42.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 12.73% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,764 | $3,717-52.5% | $4,932-64.2% | $2,757-36.0% |
| Participant deferral / active EE | $5,231 | $6,652-21.4% | $8,065-35.1% | $4,300+21.6% |
| Admin fee / account holder | $1,462 | $7,953-81.6% | $12,993-88.8% | $6,925-78.9% |