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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 | $132,110 | $106,905+23.6% | $84,020+57.2% | $152,885-13.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 9.91% | 105.00%-95.1pp | 71.31%-61.4pp | 345.39%-335.5pp |
| Employer contribution / active EE | $963 | $2,735-64.8% | $1,984-51.5% | $4,763-79.8% |
| Participant deferral / active EE | $7,129 | $4,012+77.7% | $3,239+120.1% | $5,851+21.8% |
| Admin fee / account holder | $858 | $8,287-89.6% | $6,101-85.9% | $11,598-92.6% |