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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 | $111,814+9.8% | $93,654+31.0% | $145,959-15.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 9.74% | 203.30%-193.6pp | 133.34%-123.6pp | 561.95%-552.2pp |
| Employer contribution / active EE | $581 | $3,092-81.2% | $2,421-76.0% | $4,661-87.5% |
| Participant deferral / active EE | $7,625 | $4,914+55.2% | $4,413+72.8% | $6,689+14.0% |
| Admin fee / account holder | $468 | $10,246-95.4% | $8,282-94.3% | $13,398-96.5% |