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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 | $131,843 | $69,118+90.7% | $53,647+145.8% | $138,895-5.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 18.14% | 248.26%-230.1pp | 358.33%-340.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $564 | $1,189-52.6% | $962-41.4% | $4,194-86.6% |
| Participant deferral / active EE | $2,561 | $2,274+12.6% | $1,813+41.2% | $6,396-60.0% |
| Admin fee / account holder | $3,868 | $2,724+42.0% | $2,460+57.3% | $12,562-69.2% |