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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 | $187,122 | $157,296+19.0% | $141,191+32.5% | $152,897+22.4% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 23.04% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $994 | $5,262-81.1% | $4,736-79.0% | $4,764-79.1% |
| Participant deferral / active EE | $2,676 | $7,111-62.4% | $6,710-60.1% | $5,851-54.3% |
| Admin fee / account holder | $2,432 | $12,125-79.9% | $10,264-76.3% | $11,599-79.0% |