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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 | $158,649 | $108,897+45.7% | $100,378+58.1% | $145,877+8.8% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 18.36% | 58.17%-39.8pp | 49.41%-31.1pp | 551.28%-532.9pp |
| Employer contribution / active EE | $388 | $4,420-91.2% | $3,942-90.2% | $4,663-91.7% |
| Participant deferral / active EE | $2,464 | $8,455-70.9% | $8,087-69.5% | $6,691-63.2% |
| Admin fee / account holder | $1,837 | $9,690-81.0% | $7,899-76.7% | $13,402-86.3% |