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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 | $131,638 | $85,766+53.5% | $136,298-3.4% | $70,126+87.7% |
| Participation rate | 65.1% | 74.2%-9.0pp | 81.9%-16.8pp | 69.5%-4.4pp |
| Annual return | 18.55% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,729 | $2,966-41.7% | $4,696-63.2% | $2,343-26.2% |
| Participant deferral / active EE | $4,997 | $5,051-1.1% | $6,247-20.0% | $3,332+50.0% |
| Admin fee / account holder | $1,405 | $5,421-74.1% | $9,244-84.8% | $4,645-69.7% |