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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 | $190,855 | $115,796+64.8% | $101,264+88.5% | $158,950+20.1% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 13.32% | 56.15%-42.8pp | 46.48%-33.2pp | 302.91%-289.6pp |
| Employer contribution / active EE | $950 | $4,175-77.3% | $3,660-74.1% | $4,762-80.1% |
| Participant deferral / active EE | $5,525 | $4,958+11.4% | $4,370+26.4% | $5,983-7.7% |
| Admin fee / account holder | $975 | $7,247-86.5% | $5,947-83.6% | $11,248-91.3% |