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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 | $121,119 | $106,918+13.3% | $84,021+44.2% | $152,897-20.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 21.22% | 105.01%-83.8pp | 71.32%-50.1pp | 345.43%-324.2pp |
| Employer contribution / active EE | $689 | $2,735-74.8% | $1,984-65.3% | $4,764-85.5% |
| Participant deferral / active EE | $2,991 | $4,012-25.5% | $3,239-7.7% | $5,851-48.9% |
| Admin fee / account holder | $4,499 | $8,288-45.7% | $6,102-26.3% | $11,599-61.2% |