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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 | $204,812 | $108,911+88.1% | $100,392+104.0% | $145,884+40.4% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.1pp | 80.3%-34.8pp |
| Annual return | 25.10% | 58.23%-33.1pp | 49.45%-24.4pp | 551.85%-526.8pp |
| Employer contribution / active EE | $1,126 | $4,420-74.5% | $3,941-71.4% | $4,662-75.8% |
| Participant deferral / active EE | $2,686 | $8,459-68.2% | $8,090-66.8% | $6,690-59.8% |
| Admin fee / account holder | $633 | $9,698-93.5% | $7,904-92.0% | $13,392-95.3% |