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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 | $215,894 | $109,908+96.4% | $97,161+122.2% | $145,978+47.9% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 22.94% | 243.80%-220.9pp | 75.36%-52.4pp | 550.52%-527.6pp |
| Employer contribution / active EE | $344 | $3,077-88.8% | $2,723-87.4% | $4,662-92.6% |
| Participant deferral / active EE | $5,881 | $4,679+25.7% | $4,265+37.9% | $6,690-12.1% |
| Admin fee / account holder | $852 | $6,213-86.3% | $5,647-84.9% | $13,400-93.6% |