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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 | $126,616 | $112,933+12.1% | $90,970+39.2% | $158,982-20.4% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 22.21% | 215.82%-193.6pp | 134.60%-112.4pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,071 | $2,893-63.0% | $2,122-49.5% | $4,763-77.5% |
| Participant deferral / active EE | $2,131 | $4,128-48.4% | $3,373-36.8% | $5,983-64.4% |
| Admin fee / account holder | $1,108 | $8,047-86.2% | $5,961-81.4% | $11,252-90.2% |