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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 | $131,963 | $111,814+18.0% | $93,654+40.9% | $145,959-9.6% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 16.97% | 203.30%-186.3pp | 133.34%-116.4pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,643 | $3,092-46.9% | $2,421-32.1% | $4,661-64.7% |
| Participant deferral / active EE | $2,054 | $4,914-58.2% | $4,413-53.5% | $6,689-69.3% |
| Admin fee / account holder | $891 | $10,246-91.3% | $8,282-89.2% | $13,398-93.3% |