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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 | $122,748 | $107,368+14.3% | $92,915+32.1% | $152,909-19.7% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 25.03% | 145.64%-120.6pp | 109.45%-84.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $899 | $4,222-78.7% | $3,653-75.4% | $4,764-81.1% |
| Participant deferral / active EE | $2,104 | $4,848-56.6% | $4,238-50.4% | $5,851-64.1% |
| Admin fee / account holder | $15,072 | $7,082+112.8% | $5,796+160.1% | $11,601+29.9% |