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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 | $131,280 | $124,175+5.7% | $108,405+21.1% | $167,553-21.6% |
| Participation rate | 52.9% | 82.3%-29.4pp | 80.1%-27.2pp | 82.1%-29.2pp |
| Annual return | 18.04% | 1380.13%-1362.1pp | 905.55%-887.5pp | 478.89%-460.9pp |
| Employer contribution / active EE | $579 | $4,188-86.2% | $3,559-83.7% | $4,840-88.0% |
| Participant deferral / active EE | $2,731 | $6,908-60.5% | $6,563-58.4% | $6,343-56.9% |
| Admin fee / account holder | $4,253 | $9,457-55.0% | $7,297-41.7% | $12,316-65.5% |