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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 | $143,536 | $103,038+39.3% | $90,324+58.9% | $152,909-6.1% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.5%-41.5pp |
| Annual return | 20.93% | 95.25%-74.3pp | 78.15%-57.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $962 | $3,141-69.4% | $2,856-66.3% | $4,764-79.8% |
| Participant deferral / active EE | $1,731 | $4,282-59.6% | $3,885-55.5% | $5,851-70.4% |
| Admin fee / account holder | $2,009 | $6,177-67.5% | $5,356-62.5% | $11,601-82.7% |