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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 | $98,676 | $70,366+40.2% | $66,674+48.0% | $138,895-29.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.46% | 386.41%-369.9pp | 321.24%-304.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,353 | $2,765-51.1% | $2,620-48.4% | $4,194-67.7% |
| Participant deferral / active EE | $3,951 | $4,374-9.7% | $4,084-3.3% | $6,396-38.2% |
| Admin fee / account holder | $1,425 | $5,262-72.9% | $5,098-72.1% | $12,562-88.7% |