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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 | $144,448 | $109,967+31.4% | $97,197+48.6% | $145,877-1.0% |
| Participation rate | 45.5% | 76.0%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 17.01% | 244.27%-227.3pp | 75.47%-58.5pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,686 | $3,077-45.2% | $2,723-38.1% | $4,663-63.8% |
| Participant deferral / active EE | $6,091 | $4,676+30.3% | $4,263+42.9% | $6,691-9.0% |
| Admin fee / account holder | $836 | $6,199-86.5% | $5,637-85.2% | $13,402-93.8% |