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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 | $118,573 | $70,366+68.5% | $66,674+77.8% | $138,895-14.6% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 17.00% | 386.41%-369.4pp | 321.24%-304.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,935 | $2,765-30.0% | $2,620-26.1% | $4,194-53.9% |
| Participant deferral / active EE | $1,935 | $4,374-55.8% | $4,084-52.6% | $6,396-69.8% |
| Admin fee / account holder | $787 | $5,262-85.0% | $5,098-84.6% | $12,562-93.7% |