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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 | $121,326 | $106,749+13.7% | $145,433-16.6% | $82,448+47.2% |
| Participation rate | 39.3% | 75.6%-36.4pp | 82.1%-42.8pp | 68.1%-28.8pp |
| Annual return | 134.15% | 27.59%+106.6pp | 66.58%+67.6pp | 41.64%+92.5pp |
| Employer contribution / active EE | $1,194 | $3,444-65.3% | $4,554-73.8% | $2,551-53.2% |
| Participant deferral / active EE | $2,701 | $6,519-58.6% | $7,897-65.8% | $4,139-34.7% |
| Admin fee / account holder | $6,578 | $8,390-21.6% | $13,129-49.9% | $7,234-9.1% |