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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 | $191,921 | $110,039+74.4% | $97,260+97.3% | $145,884+31.6% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 13.75% | 244.44%-230.7pp | 75.54%-61.8pp | 551.85%-538.1pp |
| Employer contribution / active EE | $494 | $3,074-83.9% | $2,721-81.8% | $4,662-89.4% |
| Participant deferral / active EE | $7,400 | $4,674+58.3% | $4,262+73.6% | $6,690+10.6% |
| Admin fee / account holder | $719 | $6,204-88.4% | $5,640-87.3% | $13,392-94.6% |