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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 | $134,286 | $72,071+86.3% | $68,368+96.4% | $137,256-2.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 14.72% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,078 | $2,788-61.4% | $2,649-59.3% | $4,156-74.1% |
| Participant deferral / active EE | $5,242 | $4,410+18.9% | $4,123+27.2% | $6,407-18.2% |
| Admin fee / account holder | $5,743 | $5,336+7.6% | $5,150+11.5% | $12,270-53.2% |