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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 | $130,389 | $70,366+85.3% | $66,674+95.6% | $138,895-6.1% |
| Participation rate | 47.4% | 76.2%-28.8pp | 73.7%-26.3pp | 79.9%-32.6pp |
| Annual return | 16.96% | 386.41%-369.4pp | 321.24%-304.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $947 | $2,765-65.7% | $2,620-63.8% | $4,194-77.4% |
| Participant deferral / active EE | $5,380 | $4,374+23.0% | $4,084+31.7% | $6,396-15.9% |
| Admin fee / account holder | $3,103 | $5,262-41.0% | $5,098-39.1% | $12,562-75.3% |