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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 | $128,231 | $107,363+19.4% | $92,909+38.0% | $152,897-16.1% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.5%-17.2pp |
| Annual return | 17.16% | 145.63%-128.5pp | 109.44%-92.3pp | 345.43%-328.3pp |
| Employer contribution / active EE | $1,947 | $4,222-53.9% | $3,653-46.7% | $4,764-59.1% |
| Participant deferral / active EE | $5,029 | $4,848+3.7% | $4,238+18.7% | $5,851-14.1% |
| Admin fee / account holder | $8,880 | $7,082+25.4% | $5,795+53.2% | $11,599-23.4% |