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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 | $132,121 | $72,071+83.3% | $68,368+93.3% | $137,256-3.7% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.0%-14.7pp |
| Annual return | 20.74% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,963 | $2,788-29.6% | $2,649-25.9% | $4,156-52.8% |
| Participant deferral / active EE | $6,369 | $4,410+44.4% | $4,123+54.5% | $6,407-0.6% |
| Admin fee / account holder | $2,591 | $5,336-51.4% | $5,150-49.7% | $12,270-78.9% |