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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 | $112,475 | $24,618+356.9% | $71,585+57.1% | $82,637+36.1% |
| Participation rate | 27.6% | 68.2%-40.6pp | 68.2%-40.6pp | 68.1%-40.5pp |
| Annual return | 15.76% | 93.17%-77.4pp | 59.26%-43.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $352 | $852-58.6% | $1,669-78.9% | $2,552-86.2% |
| Participant deferral / active EE | $1,314 | $1,720-23.6% | $2,923-55.0% | $4,126-68.2% |
| Admin fee / account holder | $3,566 | $3,285+8.6% | $4,712-24.3% | $7,339-51.4% |