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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 | $100,203+8.3% | $85,240+27.3% | $145,897-25.6% |
| Participation rate | 26.3% | 74.1%-47.8pp | 67.5%-41.2pp | 80.3%-54.0pp |
| Annual return | 21.38% | 84.28%-62.9pp | 66.75%-45.4pp | 552.29%-530.9pp |
| Employer contribution / active EE | $751 | $3,242-76.8% | $2,735-72.5% | $4,663-83.9% |
| Participant deferral / active EE | $2,374 | $5,299-55.2% | $4,527-47.6% | $6,689-64.5% |
| Admin fee / account holder | $2,556 | $7,265-64.8% | $6,165-58.5% | $13,390-80.9% |