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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 | $145,061 | $102,422+41.6% | $147,117-1.4% | $80,959+79.2% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 14.10% | 135.16%-121.1pp | 420.54%-406.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,611 | $3,717-56.7% | $4,932-67.3% | $2,757-41.6% |
| Participant deferral / active EE | $3,495 | $6,652-47.5% | $8,065-56.7% | $4,300-18.7% |
| Admin fee / account holder | $5,573 | $7,953-29.9% | $12,993-57.1% | $6,925-19.5% |