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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 | $103,237 | $67,823+52.2% | $52,425+96.9% | $137,256-24.8% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 16.86% | 219.11%-202.2pp | 302.12%-285.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $770 | $1,163-33.8% | $914-15.8% | $4,156-81.5% |
| Participant deferral / active EE | $2,363 | $2,288+3.3% | $1,790+32.0% | $6,407-63.1% |
| Admin fee / account holder | $4,516 | $2,844+58.8% | $2,495+81.0% | $12,270-63.2% |