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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 | $154,769 | $125,184+23.6% | $105,607+46.6% | $145,884+6.1% |
| Participation rate | 47.4% | 77.6%-30.3pp | 75.3%-27.9pp | 80.3%-32.9pp |
| Annual return | 25.25% | 225.00%-199.8pp | 116.11%-90.9pp | 551.85%-526.6pp |
| Employer contribution / active EE | $1,081 | $3,720-70.9% | $3,167-65.9% | $4,662-76.8% |
| Participant deferral / active EE | $4,059 | $5,714-29.0% | $5,011-19.0% | $6,690-39.3% |
| Admin fee / account holder | $350 | $17,133-98.0% | $10,958-96.8% | $13,392-97.4% |