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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 | $117,419 | $70,366+66.9% | $66,674+76.1% | $138,895-15.5% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 14.44% | 386.41%-372.0pp | 321.24%-306.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $422 | $2,765-84.7% | $2,620-83.9% | $4,194-89.9% |
| Participant deferral / active EE | $1,043 | $4,374-76.1% | $4,084-74.5% | $6,396-83.7% |
| Admin fee / account holder | $4,701 | $5,262-10.7% | $5,098-7.8% | $12,562-62.6% |