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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 | $154,582 | $149,040+3.7% | $120,225+28.6% | $137,256+12.6% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 15.98% | 605.68%-589.7pp | 439.23%-423.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $698 | $4,350-84.0% | $3,475-79.9% | $4,156-83.2% |
| Participant deferral / active EE | $2,129 | $4,655-54.3% | $3,999-46.8% | $6,407-66.8% |
| Admin fee / account holder | $2,472 | $6,348-61.1% | $5,696-56.6% | $12,270-79.9% |