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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 | $164,263 | $88,754+85.1% | $81,820+100.8% | $145,877+12.6% |
| Participation rate | 18.8% | 75.1%-56.3pp | 72.4%-53.6pp | 80.3%-61.6pp |
| Annual return | 15.05% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $712 | $3,085-76.9% | $2,915-75.6% | $4,663-84.7% |
| Participant deferral / active EE | $1,277 | $4,648-72.5% | $4,323-70.5% | $6,691-80.9% |
| Admin fee / account holder | $733 | $8,424-91.3% | $7,391-90.1% | $13,402-94.5% |