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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 | $111,785+18.1% | $93,669+40.9% | $145,877-9.5% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 16.97% | 203.79%-186.8pp | 133.59%-116.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,643 | $3,096-46.9% | $2,424-32.2% | $4,663-64.8% |
| Participant deferral / active EE | $2,054 | $4,919-58.2% | $4,416-53.5% | $6,691-69.3% |
| Admin fee / account holder | $891 | $10,256-91.3% | $8,291-89.3% | $13,402-93.4% |