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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 | $118,377 | $102,385+15.6% | $147,080-19.5% | $80,935+46.3% |
| Participation rate | 37.0% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 18.82% | 135.09%-116.3pp | 420.17%-401.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,414 | $3,717-62.0% | $4,933-71.3% | $2,757-48.7% |
| Participant deferral / active EE | $4,016 | $6,651-39.6% | $8,066-50.2% | $4,299-6.6% |
| Admin fee / account holder | $1,693 | $7,951-78.7% | $12,989-87.0% | $6,924-75.6% |