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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 | $118,361 | $112,915+4.8% | $90,965+30.1% | $158,950-25.5% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 16.72% | 215.75%-199.0pp | 134.57%-117.8pp | 302.91%-286.2pp |
| Employer contribution / active EE | $1,134 | $2,894-60.8% | $2,122-46.6% | $4,762-76.2% |
| Participant deferral / active EE | $2,659 | $4,128-35.6% | $3,373-21.2% | $5,983-55.5% |
| Admin fee / account holder | $895 | $8,044-88.9% | $5,960-85.0% | $11,248-92.0% |