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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 | $83,388 | $72,071+15.7% | $68,368+22.0% | $137,256-39.2% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 14.13% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,394 | $2,788-14.1% | $2,649-9.6% | $4,156-42.4% |
| Participant deferral / active EE | $4,269 | $4,410-3.2% | $4,123+3.5% | $6,407-33.4% |
| Admin fee / account holder | $628 | $5,336-88.2% | $5,150-87.8% | $12,270-94.9% |