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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 | $108,964 | $70,366+54.9% | $66,674+63.4% | $138,895-21.5% |
| Participation rate | 43.5% | 76.2%-32.7pp | 73.7%-30.2pp | 79.9%-36.4pp |
| Annual return | 19.24% | 386.41%-367.2pp | 321.24%-302.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,090 | $2,765-60.6% | $2,620-58.4% | $4,194-74.0% |
| Participant deferral / active EE | $4,585 | $4,374+4.8% | $4,084+12.3% | $6,396-28.3% |
| Admin fee / account holder | $6,373 | $5,262+21.1% | $5,098+25.0% | $12,562-49.3% |