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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 | $106,782 | $112,915-5.4% | $90,965+17.4% | $158,950-32.8% |
| Participation rate | 41.2% | 74.7%-33.6pp | 69.0%-27.8pp | 82.0%-40.8pp |
| Annual return | 25.12% | 215.75%-190.6pp | 134.57%-109.4pp | 302.91%-277.8pp |
| Employer contribution / active EE | $725 | $2,894-75.0% | $2,122-65.8% | $4,762-84.8% |
| Participant deferral / active EE | $2,343 | $4,128-43.2% | $3,373-30.5% | $5,983-60.8% |
| Admin fee / account holder | $828 | $8,044-89.7% | $5,960-86.1% | $11,248-92.6% |