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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 | $132,749 | $69,515+91.0% | $86,868+52.8% | $85,856+54.6% |
| Participation rate | 25.8% | 66.3%-40.5pp | 71.6%-45.8pp | 69.3%-43.5pp |
| Annual return | 15.43% | 20.12%-4.7pp | 63.53%-48.1pp | 318.58%-303.2pp |
| Employer contribution / active EE | $750 | $1,880-60.1% | $2,496-70.0% | $2,565-70.8% |
| Participant deferral / active EE | $1,550 | $2,919-46.9% | $3,699-58.1% | $3,952-60.8% |
| Admin fee / account holder | $634 | $5,972-89.4% | $5,829-89.1% | $6,261-89.9% |