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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 | $99,351 | $70,366+41.2% | $66,674+49.0% | $138,895-28.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 16.70% | 386.41%-369.7pp | 321.24%-304.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,116 | $2,765-59.6% | $2,620-57.4% | $4,194-73.4% |
| Participant deferral / active EE | $3,586 | $4,374-18.0% | $4,084-12.2% | $6,396-43.9% |
| Admin fee / account holder | $3,094 | $5,262-41.2% | $5,098-39.3% | $12,562-75.4% |