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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 | $123,684 | $102,422+20.8% | $147,117-15.9% | $80,959+52.8% |
| Participation rate | 51.6% | 75.9%-24.3pp | 82.2%-30.6pp | 67.7%-16.1pp |
| Annual return | 15.62% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,578 | $3,717-30.6% | $4,932-47.7% | $2,757-6.5% |
| Participant deferral / active EE | $6,777 | $6,652+1.9% | $8,065-16.0% | $4,300+57.6% |
| Admin fee / account holder | $16,606 | $7,953+108.8% | $12,993+27.8% | $6,925+139.8% |