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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 | $130,529 | $102,422+27.4% | $147,117-11.3% | $80,959+61.2% |
| Participation rate | 42.5% | 75.9%-33.4pp | 82.2%-39.7pp | 67.7%-25.2pp |
| Annual return | 14.28% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,338 | $3,717-64.0% | $4,932-72.9% | $2,757-51.5% |
| Participant deferral / active EE | $3,292 | $6,652-50.5% | $8,065-59.2% | $4,300-23.4% |
| Admin fee / account holder | $1,084 | $7,953-86.4% | $12,993-91.7% | $6,925-84.3% |