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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 | $109,633 | $99,079+10.7% | $78,002+40.6% | $273,972-60.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 3.02% | 217.93%-214.9pp | 425.99%-423.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,203 | $3,308-63.6% | $2,470-51.3% | $4,869-75.3% |
| Participant deferral / active EE | $6,000 | $4,306+39.3% | $3,497+71.6% | $5,287+13.5% |
| Admin fee / account holder | $790 | $8,954-91.2% | $5,481-85.6% | $10,133-92.2% |