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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 | $104,029 | $162,529-36.0% | $130,788-20.5% | $154,746-32.8% |
| Participation rate | 42.9% | 75.9%-33.0pp | 70.1%-27.2pp | 80.7%-37.8pp |
| Annual return | 20.12% | 510.48%-490.4pp | 386.44%-366.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $551 | $4,447-87.6% | $3,558-84.5% | $4,379-87.4% |
| Participant deferral / active EE | $8,659 | $4,808+80.1% | $4,137+109.3% | $6,730+28.7% |
| Admin fee / account holder | $443 | $7,669-94.2% | $6,673-93.4% | $14,365-96.9% |