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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 | $133,871 | $111,878+19.7% | $93,727+42.8% | $145,897-8.2% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 14.12% | 204.28%-190.2pp | 133.83%-119.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $905 | $3,092-70.7% | $2,421-62.6% | $4,663-80.6% |
| Participant deferral / active EE | $2,925 | $4,920-40.6% | $4,417-33.8% | $6,689-56.3% |
| Admin fee / account holder | $3,555 | $10,256-65.3% | $8,292-57.1% | $13,390-73.5% |