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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 | $130,048 | $72,071+80.4% | $68,368+90.2% | $137,256-5.3% |
| Participation rate | 52.6% | 76.2%-23.6pp | 73.8%-21.1pp | 80.0%-27.3pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,513 | $2,788-45.7% | $2,649-42.9% | $4,156-63.6% |
| Participant deferral / active EE | $6,079 | $4,410+37.8% | $4,123+47.4% | $6,407-5.1% |
| Admin fee / account holder | $3,448 | $5,336-35.4% | $5,150-33.0% | $12,270-71.9% |