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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 | $169,001 | $102,595+64.7% | $94,057+79.7% | $154,746+9.2% |
| Participation rate | 56.3% | 76.0%-19.7pp | 73.3%-17.1pp | 80.7%-24.5pp |
| Annual return | 11.95% | 583.42%-571.5pp | 480.62%-468.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $845 | $3,147-73.1% | $2,933-71.2% | $4,379-80.7% |
| Participant deferral / active EE | $3,324 | $5,118-35.1% | $4,709-29.4% | $6,730-50.6% |
| Admin fee / account holder | $1,072 | $7,736-86.1% | $7,244-85.2% | $14,365-92.5% |