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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 | $110,963 | $102,595+8.2% | $94,057+18.0% | $154,746-28.3% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 15.06% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $982 | $3,147-68.8% | $2,933-66.5% | $4,379-77.6% |
| Participant deferral / active EE | $1,400 | $5,118-72.6% | $4,709-70.3% | $6,730-79.2% |
| Admin fee / account holder | $809 | $7,736-89.5% | $7,244-88.8% | $14,365-94.4% |