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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 | $132,116 | $72,071+83.3% | $68,368+93.2% | $137,256-3.7% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.0%-49.2pp |
| Annual return | 21.34% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $458 | $2,788-83.6% | $2,649-82.7% | $4,156-89.0% |
| Participant deferral / active EE | $6,038 | $4,410+36.9% | $4,123+46.5% | $6,407-5.8% |
| Admin fee / account holder | $510 | $5,336-90.4% | $5,150-90.1% | $12,270-95.8% |