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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 | $197,441 | $121,677+62.3% | $104,625+88.7% | $158,966+24.2% |
| Participation rate | 54.5% | 77.5%-23.0pp | 74.1%-19.5pp | 82.0%-27.4pp |
| Annual return | 22.10% | 465.58%-443.5pp | 340.60%-318.5pp | 302.95%-280.9pp |
| Employer contribution / active EE | $263 | $3,165-91.7% | $2,681-90.2% | $4,762-94.5% |
| Participant deferral / active EE | $2,389 | $4,175-42.8% | $3,738-36.1% | $5,983-60.1% |
| Admin fee / account holder | $548 | $7,777-93.0% | $6,465-91.5% | $11,250-95.1% |