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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 | $139,914 | $105,158+33.1% | $94,672+47.8% | $139,487+0.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 13.55% | 38.11%-24.6pp | 156.89%-143.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $705 | $4,107-82.8% | $3,673-80.8% | $4,755-85.2% |
| Participant deferral / active EE | $2,476 | $7,599-67.4% | $7,417-66.6% | $6,713-63.1% |
| Admin fee / account holder | $1,456 | $8,972-83.8% | $7,222-79.8% | $11,407-87.2% |