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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 | $76,765 | $67,823+13.2% | $52,425+46.4% | $137,256-44.1% |
| Participation rate | 41.2% | 63.9%-22.7pp | 55.6%-14.4pp | 80.0%-38.8pp |
| Annual return | 8.30% | 219.11%-210.8pp | 302.12%-293.8pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,348 | $1,163+15.9% | $914+47.5% | $4,156-67.6% |
| Participant deferral / active EE | $3,418 | $2,288+49.4% | $1,790+90.9% | $6,407-46.6% |
| Admin fee / account holder | $12,970 | $2,844+356.0% | $2,495+419.9% | $12,270+5.7% |