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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 | $133,062 | $72,071+84.6% | $68,368+94.6% | $137,256-3.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 19.98% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $972 | $2,788-65.1% | $2,649-63.3% | $4,156-76.6% |
| Participant deferral / active EE | $1,035 | $4,410-76.5% | $4,123-74.9% | $6,407-83.8% |
| Admin fee / account holder | $1,171 | $5,336-78.1% | $5,150-77.3% | $12,270-90.5% |