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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 | $197,518 | $165,399+19.4% | $149,745+31.9% | $158,982+24.2% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 22.52% | 348.34%-325.8pp | 276.72%-254.2pp | 302.99%-280.5pp |
| Employer contribution / active EE | $1,044 | $5,105-79.5% | $4,646-77.5% | $4,763-78.1% |
| Participant deferral / active EE | $3,262 | $7,183-54.6% | $6,843-52.3% | $5,983-45.5% |
| Admin fee / account holder | $856 | $10,811-92.1% | $9,312-90.8% | $11,252-92.4% |