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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 | $136,859 | $107,353+27.5% | $92,903+47.3% | $152,885-10.5% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.5%-17.2pp |
| Annual return | 22.79% | 145.62%-122.8pp | 109.43%-86.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,366 | $4,222-67.6% | $3,653-62.6% | $4,763-71.3% |
| Participant deferral / active EE | $3,376 | $4,848-30.4% | $4,238-20.3% | $5,851-42.3% |
| Admin fee / account holder | $959 | $7,081-86.5% | $5,795-83.4% | $11,598-91.7% |