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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 | $130,290 | $112,933+15.4% | $90,970+43.2% | $158,982-18.0% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 7.72% | 215.82%-208.1pp | 134.60%-126.9pp | 302.99%-295.3pp |
| Employer contribution / active EE | $502 | $2,893-82.6% | $2,122-76.3% | $4,763-89.5% |
| Participant deferral / active EE | $1,745 | $4,128-57.7% | $3,373-48.3% | $5,983-70.8% |
| Admin fee / account holder | $797 | $8,047-90.1% | $5,961-86.6% | $11,252-92.9% |