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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 | $222,340 | $289,211-23.1% | $260,467-14.6% | $198,609+11.9% |
| Participation rate | 44.4% | 83.1%-38.7pp | 80.5%-36.0pp | 82.4%-37.9pp |
| Annual return | 12.22% | 112.90%-100.7pp | 100.60%-88.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $827 | $4,663-82.3% | $4,239-80.5% | $5,055-83.6% |
| Participant deferral / active EE | $1,876 | $6,812-72.5% | $6,319-70.3% | $6,977-73.1% |
| Admin fee / account holder | $1,329 | $16,236-91.8% | $15,461-91.4% | $19,030-93.0% |