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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 | $131,182 | $109,908+19.4% | $97,161+35.0% | $145,978-10.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.13% | 243.80%-227.7pp | 75.36%-59.2pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,875 | $3,077-39.1% | $2,723-31.2% | $4,662-59.8% |
| Participant deferral / active EE | $23,000 | $4,679+391.6% | $4,265+439.2% | $6,690+243.8% |
| Admin fee / account holder | $580 | $6,213-90.7% | $5,647-89.7% | $13,400-95.7% |