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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 | $130,814 | $107,368+21.8% | $92,915+40.8% | $152,909-14.4% |
| Participation rate | 20.0% | 79.8%-59.8pp | 76.0%-56.0pp | 82.5%-62.5pp |
| Annual return | 21.27% | 145.64%-124.4pp | 109.45%-88.2pp | 345.46%-324.2pp |
| Employer contribution / active EE | $792 | $4,222-81.2% | $3,653-78.3% | $4,764-83.4% |
| Participant deferral / active EE | $2,833 | $4,848-41.6% | $4,238-33.1% | $5,851-51.6% |
| Admin fee / account holder | $561 | $7,082-92.1% | $5,796-90.3% | $11,601-95.2% |