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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 | $77,872 | $70,366+10.7% | $66,674+16.8% | $138,895-43.9% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 18.03% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,215 | $2,765-56.0% | $2,620-53.6% | $4,194-71.0% |
| Participant deferral / active EE | $2,431 | $4,374-44.4% | $4,084-40.5% | $6,396-62.0% |
| Admin fee / account holder | $324 | $5,262-93.8% | $5,098-93.6% | $12,562-97.4% |