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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 | $102,429+41.6% | $147,096-1.4% | $80,925+79.3% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 14.10% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,611 | $3,716-56.6% | $4,936-67.4% | $2,756-41.5% |
| Participant deferral / active EE | $3,495 | $6,649-47.4% | $8,071-56.7% | $4,299-18.7% |
| Admin fee / account holder | $5,573 | $7,957-30.0% | $13,005-57.1% | $6,940-19.7% |