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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 | $136,630 | $134,817+1.3% | $123,973+10.2% | $155,188-12.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 20.05% | 515.49%-495.4pp | 388.13%-368.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $1,346 | $4,425-69.6% | $4,126-67.4% | $4,248-68.3% |
| Participant deferral / active EE | $6,681 | $5,706+17.1% | $5,247+27.3% | $6,531+2.3% |
| Admin fee / account holder | $2,057 | $13,245-84.5% | $11,799-82.6% | $14,480-85.8% |