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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 | $177,272 | $180,749-1.9% | $160,784+10.3% | $137,256+29.2% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.0%-40.6pp | 80.0%-43.6pp |
| Annual return | 12.35% | 2234.46%-2222.1pp | 1803.92%-1791.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $552 | $4,155-86.7% | $3,733-85.2% | $4,156-86.7% |
| Participant deferral / active EE | $1,511 | $6,844-77.9% | $6,293-76.0% | $6,407-76.4% |
| Admin fee / account holder | $1,231 | $10,397-88.2% | $9,717-87.3% | $12,270-90.0% |