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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 | $92,743 | $67,823+36.7% | $52,425+76.9% | $137,256-32.4% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 13.46% | 219.11%-205.7pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $993 | $1,163-14.6% | $914+8.7% | $4,156-76.1% |
| Participant deferral / active EE | $4,019 | $2,288+75.7% | $1,790+124.5% | $6,407-37.3% |
| Admin fee / account holder | $625 | $2,844-78.0% | $2,495-75.0% | $12,270-94.9% |