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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 | $86,315 | $72,071+19.8% | $68,368+26.3% | $137,256-37.1% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.0%-32.1pp |
| Annual return | 15.94% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $515 | $2,788-81.5% | $2,649-80.5% | $4,156-87.6% |
| Participant deferral / active EE | $2,595 | $4,410-41.2% | $4,123-37.1% | $6,407-59.5% |
| Admin fee / account holder | $3,015 | $5,336-43.5% | $5,150-41.5% | $12,270-75.4% |