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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 | $133,351 | $107,363+24.2% | $92,909+43.5% | $152,897-12.8% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.0%-21.0pp | 82.5%-27.5pp |
| Annual return | 20.47% | 145.63%-125.2pp | 109.44%-89.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $3,423 | $4,222-18.9% | $3,653-6.3% | $4,764-28.1% |
| Participant deferral / active EE | $2,141 | $4,848-55.8% | $4,238-49.5% | $5,851-63.4% |
| Admin fee / account holder | $7,464 | $7,082+5.4% | $5,795+28.8% | $11,599-35.7% |