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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 | $124,561 | $67,823+83.7% | $52,425+137.6% | $137,256-9.2% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 21.17% | 219.11%-197.9pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $619 | $1,163-46.8% | $914-32.3% | $4,156-85.1% |
| Participant deferral / active EE | $1,547 | $2,288-32.4% | $1,790-13.6% | $6,407-75.9% |
| Admin fee / account holder | $473 | $2,844-83.4% | $2,495-81.0% | $12,270-96.1% |