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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 | $183,989 | $102,595+79.3% | $94,057+95.6% | $154,746+18.9% |
| Participation rate | 13.3% | 76.0%-62.7pp | 73.3%-60.0pp | 80.7%-67.4pp |
| Annual return | 14.47% | 583.42%-568.9pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $404 | $3,147-87.2% | $2,933-86.2% | $4,379-90.8% |
| Participant deferral / active EE | $1,288 | $5,118-74.8% | $4,709-72.6% | $6,730-80.9% |
| Admin fee / account holder | $1,035 | $7,736-86.6% | $7,244-85.7% | $14,365-92.8% |