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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 | $135,247 | $111,787+21.0% | $93,681+44.4% | $145,978-7.4% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 14.45% | 203.52%-189.1pp | 133.47%-119.0pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,511 | $3,093-51.2% | $2,422-37.6% | $4,662-67.6% |
| Participant deferral / active EE | $3,725 | $4,918-24.2% | $4,415-15.6% | $6,690-44.3% |
| Admin fee / account holder | $2,386 | $10,256-76.7% | $8,290-71.2% | $13,400-82.2% |