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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 | $200,406 | $169,356+18.3% | $129,406+54.9% | $145,897+37.4% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.6pp | 80.3%-71.2pp |
| Annual return | 11.50% | 14418.62%-14407.1pp | 9468.18%-9456.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $573 | $5,542-89.7% | $4,155-86.2% | $4,663-87.7% |
| Participant deferral / active EE | $805 | $4,987-83.8% | $4,167-80.7% | $6,689-88.0% |
| Admin fee / account holder | $420 | $9,915-95.8% | $7,689-94.5% | $13,390-96.9% |