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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 | $127,287 | $109,372+16.4% | $89,414+42.4% | $158,966-19.9% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 11.53% | 345.55%-334.0pp | 245.50%-234.0pp | 302.95%-291.4pp |
| Employer contribution / active EE | $1,407 | $3,171-55.6% | $2,586-45.6% | $4,762-70.5% |
| Participant deferral / active EE | $3,141 | $4,598-31.7% | $3,890-19.2% | $5,983-47.5% |
| Admin fee / account holder | $1,133 | $6,156-81.6% | $4,883-76.8% | $11,250-89.9% |