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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 | $133,645 | $111,535+19.8% | $105,223+27.0% | $137,256-2.6% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 80.0%-23.7pp |
| Annual return | 12.71% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,694 | $3,939-57.0% | $3,689-54.1% | $4,156-59.3% |
| Participant deferral / active EE | $4,998 | $5,500-9.1% | $5,072-1.5% | $6,407-22.0% |
| Admin fee / account holder | $20,181 | $9,721+107.6% | $8,859+127.8% | $12,270+64.5% |