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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 | $146,883 | $102,393+43.5% | $147,041-0.1% | $80,911+81.5% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 13.55% | 134.95%-121.4pp | 419.21%-405.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,045 | $3,715-71.9% | $4,935-78.8% | $2,756-62.1% |
| Participant deferral / active EE | $4,330 | $6,647-34.9% | $8,071-46.3% | $4,297+0.8% |
| Admin fee / account holder | $15,208 | $7,943+91.5% | $13,006+16.9% | $6,935+119.3% |