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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 | $91,422 | $70,366+29.9% | $66,674+37.1% | $138,895-34.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 16.44% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,899 | $2,765-31.3% | $2,620-27.5% | $4,194-54.7% |
| Participant deferral / active EE | $4,171 | $4,374-4.6% | $4,084+2.1% | $6,396-34.8% |
| Admin fee / account holder | $528 | $5,262-90.0% | $5,098-89.6% | $12,562-95.8% |