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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 | $134,308 | $102,422+31.1% | $147,117-8.7% | $80,959+65.9% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 12.03% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,597 | $3,717-30.1% | $4,932-47.3% | $2,757-5.8% |
| Participant deferral / active EE | $5,480 | $6,652-17.6% | $8,065-32.0% | $4,300+27.4% |
| Admin fee / account holder | $7,016 | $7,953-11.8% | $12,993-46.0% | $6,925+1.3% |