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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 | $132,104 | $107,363+23.0% | $92,909+42.2% | $152,897-13.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 33.83% | 145.63%-111.8pp | 109.44%-75.6pp | 345.43%-311.6pp |
| Employer contribution / active EE | $808 | $4,222-80.9% | $3,653-77.9% | $4,764-83.0% |
| Participant deferral / active EE | $4,452 | $4,848-8.2% | $4,238+5.0% | $5,851-23.9% |
| Admin fee / account holder | $3,166 | $7,082-55.3% | $5,795-45.4% | $11,599-72.7% |