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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 | $122,719 | $111,785+9.8% | $93,669+31.0% | $145,877-15.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 9.74% | 203.79%-194.0pp | 133.59%-123.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $581 | $3,096-81.2% | $2,424-76.0% | $4,663-87.5% |
| Participant deferral / active EE | $7,625 | $4,919+55.0% | $4,416+72.7% | $6,691+14.0% |
| Admin fee / account holder | $468 | $10,256-95.4% | $8,291-94.4% | $13,402-96.5% |