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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 | $99,431 | $81,643+21.8% | $70,462+41.1% | $158,950-37.4% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.1%-37.6pp | 82.0%-44.5pp |
| Annual return | 13.04% | 208.51%-195.5pp | 109.08%-96.0pp | 302.91%-289.9pp |
| Employer contribution / active EE | $777 | $3,218-75.9% | $2,737-71.6% | $4,762-83.7% |
| Participant deferral / active EE | $2,217 | $4,555-51.3% | $3,710-40.3% | $5,983-63.0% |
| Admin fee / account holder | $2,026 | $6,194-67.3% | $3,845-47.3% | $11,248-82.0% |