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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 | $108,771 | $111,878-2.8% | $93,727+16.1% | $145,897-25.4% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 13.53% | 204.28%-190.7pp | 133.83%-120.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $565 | $3,092-81.7% | $2,421-76.7% | $4,663-87.9% |
| Participant deferral / active EE | $4,973 | $4,920+1.1% | $4,417+12.6% | $6,689-25.7% |
| Admin fee / account holder | $430 | $10,256-95.8% | $8,292-94.8% | $13,390-96.8% |