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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 | $120,962 | $157,276-23.1% | $141,177-14.3% | $152,885-20.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.66% | 64.33%-34.7pp | 71.40%-41.7pp | 345.39%-315.7pp |
| Employer contribution / active EE | $945 | $5,262-82.0% | $4,736-80.0% | $4,763-80.2% |
| Participant deferral / active EE | $6,380 | $7,110-10.3% | $6,710-4.9% | $5,851+9.0% |
| Admin fee / account holder | $2,719 | $12,123-77.6% | $10,263-73.5% | $11,598-76.6% |