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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 | $108,544 | $100,073+8.5% | $85,126+27.5% | $145,877-25.6% |
| Participation rate | 26.3% | 74.1%-47.8pp | 67.5%-41.2pp | 80.3%-54.0pp |
| Annual return | 21.38% | 84.11%-62.7pp | 66.63%-45.2pp | 551.28%-529.9pp |
| Employer contribution / active EE | $751 | $3,236-76.8% | $2,731-72.5% | $4,663-83.9% |
| Participant deferral / active EE | $2,374 | $5,294-55.2% | $4,523-47.5% | $6,691-64.5% |
| Admin fee / account holder | $2,556 | $7,261-64.8% | $6,160-58.5% | $13,402-80.9% |