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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 | $131,342 | $106,905+22.9% | $84,020+56.3% | $152,885-14.1% |
| Participation rate | 28.6% | 75.2%-46.7pp | 69.0%-40.4pp | 82.5%-53.9pp |
| Annual return | 21.56% | 105.00%-83.4pp | 71.31%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $600 | $2,735-78.0% | $1,984-69.7% | $4,763-87.4% |
| Participant deferral / active EE | $5,825 | $4,012+45.2% | $3,239+79.8% | $5,851-0.4% |
| Admin fee / account holder | $409 | $8,287-95.1% | $6,101-93.3% | $11,598-96.5% |