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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 | $77,480 | $70,366+10.1% | $66,674+16.2% | $138,895-44.2% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.7%-9.4pp | 79.9%-15.6pp |
| Annual return | 24.93% | 386.41%-361.5pp | 321.24%-296.3pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,350 | $2,765-51.2% | $2,620-48.5% | $4,194-67.8% |
| Participant deferral / active EE | $1,754 | $4,374-59.9% | $4,084-57.1% | $6,396-72.6% |
| Admin fee / account holder | $4,265 | $5,262-18.9% | $5,098-16.3% | $12,562-66.0% |