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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 | $102,595+26.8% | $94,057+38.3% | $154,746-16.0% |
| Participation rate | 52.6% | 76.0%-23.4pp | 73.3%-20.7pp | 80.7%-28.1pp |
| Annual return | 15.37% | 583.42%-568.0pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,513 | $3,147-51.9% | $2,933-48.4% | $4,379-65.4% |
| Participant deferral / active EE | $6,079 | $5,118+18.8% | $4,709+29.1% | $6,730-9.7% |
| Admin fee / account holder | $3,448 | $7,736-55.4% | $7,244-52.4% | $14,365-76.0% |