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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 | $94,568 | $72,071+31.2% | $68,368+38.3% | $137,256-31.1% |
| Participation rate | 31.3% | 76.2%-45.0pp | 73.8%-42.5pp | 80.0%-48.7pp |
| Annual return | 23.85% | 353.14%-329.3pp | 292.57%-268.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,356 | $2,788-51.4% | $2,649-48.8% | $4,156-67.4% |
| Participant deferral / active EE | $3,624 | $4,410-17.8% | $4,123-12.1% | $6,407-43.4% |
| Admin fee / account holder | $359 | $5,336-93.3% | $5,150-93.0% | $12,270-97.1% |