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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 | $132,341 | $115,810+14.3% | $101,271+30.7% | $158,966-16.7% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 17.83% | 56.15%-38.3pp | 46.48%-28.6pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,035 | $4,175-75.2% | $3,660-71.7% | $4,762-78.3% |
| Participant deferral / active EE | $2,865 | $4,958-42.2% | $4,371-34.5% | $5,983-52.1% |
| Admin fee / account holder | $2,274 | $7,248-68.6% | $5,948-61.8% | $11,250-79.8% |