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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 | $118,395 | $100,895+17.3% | $90,430+30.9% | $158,950-25.5% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.7%-25.1pp | 82.0%-34.3pp |
| Annual return | 17.02% | 1725.54%-1708.5pp | 1293.73%-1276.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $995 | $3,689-73.0% | $3,262-69.5% | $4,762-79.1% |
| Participant deferral / active EE | $1,791 | $4,347-58.8% | $3,963-54.8% | $5,983-70.1% |
| Admin fee / account holder | $4,023 | $6,505-38.2% | $5,613-28.3% | $11,248-64.2% |