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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 | $136,738 | $103,038+32.7% | $90,324+51.4% | $152,909-10.6% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.5%-20.6pp |
| Annual return | 18.57% | 95.25%-76.7pp | 78.15%-59.6pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,138 | $3,141-31.9% | $2,856-25.1% | $4,764-55.1% |
| Participant deferral / active EE | $5,352 | $4,282+25.0% | $3,885+37.8% | $5,851-8.5% |
| Admin fee / account holder | $718 | $6,177-88.4% | $5,356-86.6% | $11,601-93.8% |