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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 | $121,043 | $72,071+67.9% | $68,368+77.0% | $137,256-11.8% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 13.29% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,428 | $2,788-12.9% | $2,649-8.3% | $4,156-41.6% |
| Participant deferral / active EE | $7,125 | $4,410+61.6% | $4,123+72.8% | $6,407+11.2% |
| Admin fee / account holder | $457 | $5,336-91.4% | $5,150-91.1% | $12,270-96.3% |