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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 | $136,681 | $70,366+94.2% | $66,674+105.0% | $138,895-1.6% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.7%-35.6pp | 79.9%-41.8pp |
| Annual return | 14.75% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,517 | $2,765-45.1% | $2,620-42.1% | $4,194-63.8% |
| Participant deferral / active EE | $4,199 | $4,374-4.0% | $4,084+2.8% | $6,396-34.3% |
| Admin fee / account holder | $1,426 | $5,262-72.9% | $5,098-72.0% | $12,562-88.6% |