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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 | $157,779 | $110,629+42.6% | $80,784+95.3% | $167,553-5.8% |
| Participation rate | 35.0% | 64.0%-29.0pp | 54.2%-19.2pp | 82.1%-47.1pp |
| Annual return | 20.25% | 120.58%-100.3pp | 87.31%-67.1pp | 478.89%-458.6pp |
| Employer contribution / active EE | $957 | $1,543-38.0% | $1,160-17.5% | $4,840-80.2% |
| Participant deferral / active EE | $3,052 | $2,871+6.3% | $2,145+42.2% | $6,343-51.9% |
| Admin fee / account holder | $1,092 | $4,547-76.0% | $3,380-67.7% | $12,316-91.1% |