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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 | $129,772 | $80,812+60.6% | $160,784-19.3% | $82,448+57.4% |
| Participation rate | 45.0% | 66.2%-21.2pp | 77.0%-32.0pp | 68.1%-23.1pp |
| Annual return | 15.42% | 100.59%-85.2pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,350 | $2,174-37.9% | $3,733-63.8% | $2,551-47.1% |
| Participant deferral / active EE | $5,435 | $4,335+25.4% | $6,293-13.6% | $4,139+31.3% |
| Admin fee / account holder | $6,853 | $7,695-10.9% | $9,717-29.5% | $7,234-5.3% |