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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 | $103,135 | $70,366+46.6% | $66,674+54.7% | $138,895-25.7% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 15.14% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,372 | $2,765-50.4% | $2,620-47.6% | $4,194-67.3% |
| Participant deferral / active EE | $3,891 | $4,374-11.0% | $4,084-4.7% | $6,396-39.2% |
| Admin fee / account holder | $350 | $5,262-93.3% | $5,098-93.1% | $12,562-97.2% |