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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 | $137,430 | $53,063+159.0% | $124,206+10.6% | $82,637+66.3% |
| Participation rate | 27.3% | 58.4%-31.1pp | 69.6%-42.3pp | 68.1%-40.8pp |
| Annual return | 19.89% | 68.87%-49.0pp | 515.27%-495.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $472 | $1,530-69.2% | $3,540-86.7% | $2,552-81.5% |
| Participant deferral / active EE | $1,675 | $2,644-36.7% | $3,968-57.8% | $4,126-59.4% |
| Admin fee / account holder | $4,307 | $4,281+0.6% | $5,929-27.4% | $7,339-41.3% |