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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 | $133,781 | $106,923+25.1% | $84,023+59.2% | $152,909-12.5% |
| Participation rate | 42.9% | 75.3%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 21.76% | 105.02%-83.3pp | 71.32%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,666 | $2,735-39.1% | $1,984-16.0% | $4,764-65.0% |
| Participant deferral / active EE | $4,674 | $4,013+16.5% | $3,239+44.3% | $5,851-20.1% |
| Admin fee / account holder | $1,784 | $8,289-78.5% | $6,102-70.8% | $11,601-84.6% |