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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 | $103,152 | $67,823+52.1% | $52,425+96.8% | $137,256-24.8% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 11.77% | 219.11%-207.3pp | 302.12%-290.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $699 | $1,163-39.9% | $914-23.5% | $4,156-83.2% |
| Participant deferral / active EE | $1,446 | $2,288-36.8% | $1,790-19.2% | $6,407-77.4% |
| Admin fee / account holder | $810 | $2,844-71.5% | $2,495-67.5% | $12,270-93.4% |