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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 | $137,201 | $110,551+24.1% | $80,741+69.9% | $167,518-18.1% |
| Participation rate | 13.0% | 64.0%-50.9pp | 54.2%-41.1pp | 82.1%-69.1pp |
| Annual return | 23.65% | 120.57%-96.9pp | 87.30%-63.7pp | 478.71%-455.1pp |
| Employer contribution / active EE | $363 | $1,543-76.5% | $1,160-68.7% | $4,838-92.5% |
| Participant deferral / active EE | $1,560 | $2,870-45.6% | $2,145-27.3% | $6,342-75.4% |
| Admin fee / account holder | $1,581 | $4,547-65.2% | $3,380-53.2% | $12,312-87.2% |