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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 | $107,622 | $72,071+49.3% | $68,368+57.4% | $137,256-21.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 15.49% | 353.14%-337.6pp | 292.57%-277.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $747 | $2,788-73.2% | $2,649-71.8% | $4,156-82.0% |
| Participant deferral / active EE | $5,149 | $4,410+16.8% | $4,123+24.9% | $6,407-19.6% |
| Admin fee / account holder | $5,064 | $5,336-5.1% | $5,150-1.7% | $12,270-58.7% |