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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 | $117,543 | $70,366+67.0% | $66,674+76.3% | $138,895-15.4% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 16.41% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,303 | $2,765-52.9% | $2,620-50.3% | $4,194-68.9% |
| Participant deferral / active EE | $8,926 | $4,374+104.1% | $4,084+118.6% | $6,396+39.6% |
| Admin fee / account holder | $1,144 | $5,262-78.3% | $5,098-77.6% | $12,562-90.9% |