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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 | $79,206 | $72,071+9.9% | $68,368+15.9% | $137,256-42.3% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 18.47% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,508 | $2,788-10.0% | $2,649-5.3% | $4,156-39.7% |
| Participant deferral / active EE | $2,001 | $4,410-54.6% | $4,123-51.5% | $6,407-68.8% |
| Admin fee / account holder | $1,349 | $5,336-74.7% | $5,150-73.8% | $12,270-89.0% |