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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 | $164,738 | $56,134+193.5% | $96,171+71.3% | $85,847+91.9% |
| Participation rate | 22.6% | 56.7%-34.1pp | 68.4%-45.8pp | 69.3%-46.7pp |
| Annual return | 13.51% | 42.30%-28.8pp | 192.04%-178.5pp | 318.61%-305.1pp |
| Employer contribution / active EE | $624 | $1,620-61.5% | $2,799-77.7% | $2,565-75.7% |
| Participant deferral / active EE | $1,103 | $2,858-61.4% | $4,350-74.6% | $3,952-72.1% |
| Admin fee / account holder | $1,548 | $3,769-58.9% | $5,538-72.0% | $6,261-75.3% |