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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 | $156,292 | $132,634+17.8% | $115,768+35.0% | $137,256+13.9% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.4%-28.6pp | 80.0%-34.1pp |
| Annual return | 17.26% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $894 | $3,360-73.4% | $2,940-69.6% | $4,156-78.5% |
| Participant deferral / active EE | $4,760 | $5,619-15.3% | $4,917-3.2% | $6,407-25.7% |
| Admin fee / account holder | $981 | $15,028-93.5% | $12,439-92.1% | $12,270-92.0% |