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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 | $84,943 | $72,071+17.9% | $68,368+24.2% | $137,256-38.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.94% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,493 | $2,788-46.5% | $2,649-43.6% | $4,156-64.1% |
| Participant deferral / active EE | $1,796 | $4,410-59.3% | $4,123-56.4% | $6,407-72.0% |
| Admin fee / account holder | $1,472 | $5,336-72.4% | $5,150-71.4% | $12,270-88.0% |