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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 | $129,560 | $102,595+26.3% | $94,057+37.7% | $154,746-16.3% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 16.65% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,045 | $3,147-66.8% | $2,933-64.4% | $4,379-76.1% |
| Participant deferral / active EE | $5,216 | $5,118+1.9% | $4,709+10.8% | $6,730-22.5% |
| Admin fee / account holder | $1,110 | $7,736-85.6% | $7,244-84.7% | $14,365-92.3% |