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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 | $180,023 | $148,623+21.1% | $135,974+32.4% | $139,466+29.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 13.11% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.6pp |
| Employer contribution / active EE | $2,032 | $5,246-61.3% | $4,859-58.2% | $4,754-57.3% |
| Participant deferral / active EE | $3,390 | $8,103-58.2% | $7,760-56.3% | $6,712-49.5% |
| Admin fee / account holder | $842 | $12,406-93.2% | $10,767-92.2% | $11,409-92.6% |