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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 | $128,439 | $118,695+8.2% | $98,916+29.8% | $158,950-19.2% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 21.21% | 372.39%-351.2pp | 196.45%-175.2pp | 302.91%-281.7pp |
| Employer contribution / active EE | $680 | $3,333-79.6% | $2,689-74.7% | $4,762-85.7% |
| Participant deferral / active EE | $1,481 | $5,088-70.9% | $4,245-65.1% | $5,983-75.2% |
| Admin fee / account holder | $9,478 | $10,132-6.5% | $6,642+42.7% | $11,248-15.7% |