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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 | $140,621 | $110,039+27.8% | $97,260+44.6% | $145,884-3.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 10.42% | 244.44%-234.0pp | 75.54%-65.1pp | 551.85%-541.4pp |
| Employer contribution / active EE | $369 | $3,074-88.0% | $2,721-86.4% | $4,662-92.1% |
| Participant deferral / active EE | $2,000 | $4,674-57.2% | $4,262-53.1% | $6,690-70.1% |
| Admin fee / account holder | $1,755 | $6,204-71.7% | $5,640-68.9% | $13,392-86.9% |