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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 | $114,388 | $111,785+2.3% | $93,669+22.1% | $145,877-21.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.73% | 203.79%-195.1pp | 133.59%-124.9pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,455 | $3,096-53.0% | $2,424-40.0% | $4,663-68.8% |
| Participant deferral / active EE | $4,053 | $4,919-17.6% | $4,416-8.2% | $6,691-39.4% |
| Admin fee / account holder | $27,518 | $10,256+168.3% | $8,291+231.9% | $13,402+105.3% |