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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 | $169,237+18.4% | $129,339+54.9% | $145,978+37.3% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 11.50% | 14364.43%-14352.9pp | 9437.05%-9425.5pp | 550.52%-539.0pp |
| Employer contribution / active EE | $573 | $5,540-89.7% | $4,154-86.2% | $4,662-87.7% |
| Participant deferral / active EE | $805 | $4,991-83.9% | $4,170-80.7% | $6,690-88.0% |
| Admin fee / account holder | $420 | $9,882-95.7% | $7,668-94.5% | $13,400-96.9% |