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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 | $144,583 | $103,038+40.3% | $90,324+60.1% | $152,909-5.4% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 14.14% | 95.25%-81.1pp | 78.15%-64.0pp | 345.46%-331.3pp |
| Employer contribution / active EE | $259 | $3,141-91.7% | $2,856-90.9% | $4,764-94.6% |
| Participant deferral / active EE | $2,107 | $4,282-50.8% | $3,885-45.8% | $5,851-64.0% |
| Admin fee / account holder | $2,804 | $6,177-54.6% | $5,356-47.6% | $11,601-75.8% |