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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 | $135,130 | $132,634+1.9% | $115,768+16.7% | $137,256-1.5% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 19.26% | 160.70%-141.4pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,129 | $3,360-66.4% | $2,940-61.6% | $4,156-72.8% |
| Participant deferral / active EE | $4,254 | $5,619-24.3% | $4,917-13.5% | $6,407-33.6% |
| Admin fee / account holder | $528 | $15,028-96.5% | $12,439-95.8% | $12,270-95.7% |