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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 | $77,792 | $67,823+14.7% | $52,425+48.4% | $137,256-43.3% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 360.45% | 219.11%+141.3pp | 302.12%+58.3pp | 220.34%+140.1pp |
| Employer contribution / active EE | $198 | $1,163-83.0% | $914-78.3% | $4,156-95.2% |
| Participant deferral / active EE | $261 | $2,288-88.6% | $1,790-85.4% | $6,407-95.9% |
| Admin fee / account holder | $1,565 | $2,844-45.0% | $2,495-37.3% | $12,270-87.2% |