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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 | $162,648 | $111,878+45.4% | $93,727+73.5% | $145,897+11.5% |
| Participation rate | 23.1% | 74.2%-51.1pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 9.51% | 204.28%-194.8pp | 133.83%-124.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $871 | $3,092-71.8% | $2,421-64.0% | $4,663-81.3% |
| Participant deferral / active EE | $2,308 | $4,920-53.1% | $4,417-47.7% | $6,689-65.5% |
| Admin fee / account holder | $639 | $10,256-93.8% | $8,292-92.3% | $13,390-95.2% |