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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 | $208,088+6.8% | $186,193+19.4% | $154,746+43.7% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.1%-32.7pp | 80.7%-36.3pp |
| Annual return | 12.22% | 89.97%-77.8pp | 78.03%-65.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $827 | $4,340-80.9% | $3,918-78.9% | $4,379-81.1% |
| Participant deferral / active EE | $1,876 | $7,078-73.5% | $6,513-71.2% | $6,730-72.1% |
| Admin fee / account holder | $1,329 | $11,698-88.6% | $11,058-88.0% | $14,365-90.8% |