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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 | $103,721 | $67,823+52.9% | $52,425+97.8% | $137,256-24.4% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 17.99% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $893 | $1,163-23.2% | $914-2.3% | $4,156-78.5% |
| Participant deferral / active EE | $4,285 | $2,288+87.3% | $1,790+139.3% | $6,407-33.1% |
| Admin fee / account holder | $2,826 | $2,844-0.6% | $2,495+13.3% | $12,270-77.0% |