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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 | $103,332 | $72,071+43.4% | $68,368+51.1% | $137,256-24.7% |
| Participation rate | 27.8% | 76.2%-48.5pp | 73.8%-46.0pp | 80.0%-52.2pp |
| Annual return | 15.14% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $628 | $2,788-77.5% | $2,649-76.3% | $4,156-84.9% |
| Participant deferral / active EE | $784 | $4,410-82.2% | $4,123-81.0% | $6,407-87.8% |
| Admin fee / account holder | $1,537 | $5,336-71.2% | $5,150-70.2% | $12,270-87.5% |