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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 | $112,136 | $106,918+4.9% | $84,021+33.5% | $152,897-26.7% |
| Participation rate | 27.8% | 75.2%-47.5pp | 69.0%-41.2pp | 82.5%-54.7pp |
| Annual return | 19.77% | 105.01%-85.2pp | 71.32%-51.5pp | 345.43%-325.7pp |
| Employer contribution / active EE | $475 | $2,735-82.7% | $1,984-76.1% | $4,764-90.0% |
| Participant deferral / active EE | $1,927 | $4,012-52.0% | $3,239-40.5% | $5,851-67.1% |
| Admin fee / account holder | $378 | $8,288-95.4% | $6,102-93.8% | $11,599-96.7% |