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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 | $135,486 | $112,933+20.0% | $90,970+48.9% | $158,982-14.8% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 47.38% | 215.82%-168.4pp | 134.60%-87.2pp | 302.99%-255.6pp |
| Employer contribution / active EE | $1,137 | $2,893-60.7% | $2,122-46.4% | $4,763-76.1% |
| Participant deferral / active EE | $8,384 | $4,128+103.1% | $3,373+148.6% | $5,983+40.1% |
| Admin fee / account holder | $452 | $8,047-94.4% | $5,961-92.4% | $11,252-96.0% |