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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 | $99,199 | $72,071+37.6% | $68,368+45.1% | $137,256-27.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 19.42% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,448 | $2,788-48.1% | $2,649-45.3% | $4,156-65.2% |
| Participant deferral / active EE | $3,139 | $4,410-28.8% | $4,123-23.9% | $6,407-51.0% |
| Admin fee / account holder | $684 | $5,336-87.2% | $5,150-86.7% | $12,270-94.4% |