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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 | $121,281 | $67,823+78.8% | $52,425+131.3% | $137,256-11.6% |
| Participation rate | 46.7% | 63.9%-17.2pp | 55.6%-9.0pp | 80.0%-33.3pp |
| Annual return | 13.57% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.8pp |
| Employer contribution / active EE | $739 | $1,163-36.4% | $914-19.2% | $4,156-82.2% |
| Participant deferral / active EE | $1,772 | $2,288-22.5% | $1,790-1.0% | $6,407-72.3% |
| Admin fee / account holder | $2,893 | $2,844+1.7% | $2,495+16.0% | $12,270-76.4% |