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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 | $245,661 | $208,088+18.1% | $186,193+31.9% | $154,746+58.8% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 20.31% | 89.97%-69.7pp | 78.03%-57.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $947 | $4,340-78.2% | $3,918-75.8% | $4,379-78.4% |
| Participant deferral / active EE | $6,527 | $7,078-7.8% | $6,513+0.2% | $6,730-3.0% |
| Admin fee / account holder | $528 | $11,698-95.5% | $11,058-95.2% | $14,365-96.3% |