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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 | $135,007 | $85,766+57.4% | $136,298-0.9% | $70,126+92.5% |
| Participation rate | 60.5% | 74.2%-13.6pp | 81.9%-21.4pp | 69.5%-9.0pp |
| Annual return | 16.98% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $678 | $2,966-77.2% | $4,696-85.6% | $2,343-71.1% |
| Participant deferral / active EE | $4,949 | $5,051-2.0% | $6,247-20.8% | $3,332+48.5% |
| Admin fee / account holder | $3,249 | $5,421-40.1% | $9,244-64.9% | $4,645-30.1% |