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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 | $229,591 | $125,184+83.4% | $105,607+117.4% | $145,884+57.4% |
| Participation rate | 38.9% | 77.6%-38.8pp | 75.3%-36.4pp | 80.3%-41.4pp |
| Annual return | 26.97% | 225.00%-198.0pp | 116.11%-89.1pp | 551.85%-524.9pp |
| Employer contribution / active EE | $834 | $3,720-77.6% | $3,167-73.7% | $4,662-82.1% |
| Participant deferral / active EE | $2,673 | $5,714-53.2% | $5,011-46.7% | $6,690-60.0% |
| Admin fee / account holder | $1,086 | $17,133-93.7% | $10,958-90.1% | $13,392-91.9% |