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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 | $128,100 | $100,073+28.0% | $85,126+50.5% | $145,877-12.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.43% | 84.11%-75.7pp | 66.63%-58.2pp | 551.28%-542.9pp |
| Employer contribution / active EE | $829 | $3,236-74.4% | $2,731-69.7% | $4,663-82.2% |
| Participant deferral / active EE | $12,928 | $5,294+144.2% | $4,523+185.8% | $6,691+93.2% |
| Admin fee / account holder | $2,851 | $7,261-60.7% | $6,160-53.7% | $13,402-78.7% |