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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 | $136,421 | $70,366+93.9% | $66,674+104.6% | $138,895-1.8% |
| Participation rate | 26.3% | 76.2%-49.9pp | 73.7%-47.4pp | 79.9%-53.6pp |
| Annual return | 16.90% | 386.41%-369.5pp | 321.24%-304.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $540 | $2,765-80.5% | $2,620-79.4% | $4,194-87.1% |
| Participant deferral / active EE | $1,452 | $4,374-66.8% | $4,084-64.5% | $6,396-77.3% |
| Admin fee / account holder | $1,354 | $5,262-74.3% | $5,098-73.4% | $12,562-89.2% |