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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 | $111,878+18.0% | $93,727+40.8% | $145,897-9.6% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 16.97% | 204.28%-187.3pp | 133.83%-116.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,643 | $3,092-46.9% | $2,421-32.1% | $4,663-64.8% |
| Participant deferral / active EE | $2,054 | $4,920-58.3% | $4,417-53.5% | $6,689-69.3% |
| Admin fee / account holder | $891 | $10,256-91.3% | $8,292-89.3% | $13,390-93.3% |