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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 | $150,596 | $67,823+122.0% | $52,425+187.3% | $137,256+9.7% |
| Participation rate | 45.8% | 63.9%-18.1pp | 55.6%-9.8pp | 80.0%-34.1pp |
| Annual return | 14.21% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $427 | $1,163-63.3% | $914-53.3% | $4,156-89.7% |
| Participant deferral / active EE | $979 | $2,288-57.2% | $1,790-45.3% | $6,407-84.7% |
| Admin fee / account holder | $1,901 | $2,844-33.1% | $2,495-23.8% | $12,270-84.5% |