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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 | $148,581 | $58,275+155.0% | $81,844+81.5% | $80,935+83.6% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 11.10% | 41.82%-30.7pp | 778.87%-767.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $836 | $2,346-64.4% | $2,916-71.3% | $2,757-69.7% |
| Participant deferral / active EE | $4,912 | $3,285+49.5% | $4,323+13.6% | $4,299+14.3% |
| Admin fee / account holder | $1,247 | $4,749-73.7% | $7,355-83.0% | $6,924-82.0% |