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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 | $133,872 | $105,145+27.3% | $94,664+41.4% | $139,466-4.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.51% | 38.09%-19.6pp | 156.84%-138.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $489 | $4,107-88.1% | $3,673-86.7% | $4,754-89.7% |
| Participant deferral / active EE | $3,311 | $7,599-56.4% | $7,417-55.4% | $6,712-50.7% |
| Admin fee / account holder | $1,750 | $8,972-80.5% | $7,222-75.8% | $11,409-84.7% |