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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 | $145,420 | $125,778+15.6% | $114,563+26.9% | $154,746-6.0% |
| Participation rate | 31.6% | 75.2%-43.6pp | 72.9%-41.3pp | 80.7%-49.1pp |
| Annual return | 14.20% | 295.14%-280.9pp | 241.09%-226.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $524 | $2,806-81.3% | $2,592-79.8% | $4,379-88.0% |
| Participant deferral / active EE | $3,580 | $4,445-19.5% | $4,142-13.6% | $6,730-46.8% |
| Admin fee / account holder | $2,805 | $8,190-65.8% | $7,623-63.2% | $14,365-80.5% |