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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 | $159,147 | $115,796+37.4% | $101,264+57.2% | $158,950+0.1% |
| Participation rate | 21.1% | 79.4%-58.3pp | 75.8%-54.8pp | 82.0%-60.9pp |
| Annual return | 20.36% | 56.15%-35.8pp | 46.48%-26.1pp | 302.91%-282.6pp |
| Employer contribution / active EE | $891 | $4,175-78.6% | $3,660-75.6% | $4,762-81.3% |
| Participant deferral / active EE | $2,080 | $4,958-58.0% | $4,370-52.4% | $5,983-65.2% |
| Admin fee / account holder | $782 | $7,247-89.2% | $5,947-86.9% | $11,248-93.0% |