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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 | $142,794 | $107,368+33.0% | $92,915+53.7% | $152,909-6.6% |
| Participation rate | 23.1% | 79.8%-56.7pp | 76.0%-52.9pp | 82.5%-59.4pp |
| Annual return | 19.53% | 145.64%-126.1pp | 109.45%-89.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $915 | $4,222-78.3% | $3,653-75.0% | $4,764-80.8% |
| Participant deferral / active EE | $2,878 | $4,848-40.6% | $4,238-32.1% | $5,851-50.8% |
| Admin fee / account holder | $13,264 | $7,082+87.3% | $5,796+128.9% | $11,601+14.3% |