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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 | $103,700 | $72,071+43.9% | $68,368+51.7% | $137,256-24.4% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 13.24% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $802 | $2,788-71.2% | $2,649-69.7% | $4,156-80.7% |
| Participant deferral / active EE | $5,024 | $4,410+13.9% | $4,123+21.9% | $6,407-21.6% |
| Admin fee / account holder | $2,969 | $5,336-44.4% | $5,150-42.4% | $12,270-75.8% |