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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 | $135,294 | $107,353+26.0% | $92,903+45.6% | $152,885-11.5% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 21.57% | 145.62%-124.0pp | 109.43%-87.9pp | 345.39%-323.8pp |
| Employer contribution / active EE | $1,169 | $4,222-72.3% | $3,653-68.0% | $4,763-75.5% |
| Participant deferral / active EE | $4,061 | $4,848-16.2% | $4,238-4.2% | $5,851-30.6% |
| Admin fee / account holder | $5,086 | $7,081-28.2% | $5,795-12.2% | $11,598-56.2% |