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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 | $130,842 | $70,366+85.9% | $66,674+96.2% | $138,895-5.8% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 14.22% | 386.41%-372.2pp | 321.24%-307.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,005 | $2,765-27.5% | $2,620-23.5% | $4,194-52.2% |
| Participant deferral / active EE | $3,015 | $4,374-31.1% | $4,084-26.2% | $6,396-52.9% |
| Admin fee / account holder | $2,425 | $5,262-53.9% | $5,098-52.4% | $12,562-80.7% |