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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 | $87,128 | $72,071+20.9% | $68,368+27.4% | $137,256-36.5% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 14.01% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,091 | $2,788-60.9% | $2,649-58.8% | $4,156-73.8% |
| Participant deferral / active EE | $2,577 | $4,410-41.6% | $4,123-37.5% | $6,407-59.8% |
| Admin fee / account holder | $1,252 | $5,336-76.5% | $5,150-75.7% | $12,270-89.8% |