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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 | $123,929 | $107,363+15.4% | $92,909+33.4% | $152,897-18.9% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 21.26% | 145.63%-124.4pp | 109.44%-88.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $1,042 | $4,222-75.3% | $3,653-71.5% | $4,764-78.1% |
| Participant deferral / active EE | $4,221 | $4,848-12.9% | $4,238-0.4% | $5,851-27.9% |
| Admin fee / account holder | $958 | $7,082-86.5% | $5,795-83.5% | $11,599-91.7% |