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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 | $137,098 | $81,696+67.8% | $70,494+94.5% | $158,982-13.8% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 19.38% | 208.70%-189.3pp | 109.16%-89.8pp | 302.99%-283.6pp |
| Employer contribution / active EE | $422 | $3,220-86.9% | $2,738-84.6% | $4,763-91.1% |
| Participant deferral / active EE | $3,735 | $4,558-18.0% | $3,711+0.7% | $5,983-37.6% |
| Admin fee / account holder | $624 | $6,200-89.9% | $3,848-83.8% | $11,252-94.4% |