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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 | $208,088-14.8% | $186,193-4.8% | $154,746+14.6% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.1%-40.7pp | 80.7%-44.3pp |
| Annual return | 12.35% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $552 | $4,340-87.3% | $3,918-85.9% | $4,379-87.4% |
| Participant deferral / active EE | $1,511 | $7,078-78.6% | $6,513-76.8% | $6,730-77.5% |
| Admin fee / account holder | $1,231 | $11,698-89.5% | $11,058-88.9% | $14,365-91.4% |