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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 | $132,933 | $72,071+84.4% | $68,368+94.4% | $137,256-3.1% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 16.07% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,516 | $2,788-45.6% | $2,649-42.8% | $4,156-63.5% |
| Participant deferral / active EE | $3,253 | $4,410-26.2% | $4,123-21.1% | $6,407-49.2% |
| Admin fee / account holder | $1,013 | $5,336-81.0% | $5,150-80.3% | $12,270-91.7% |