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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 | $111,477 | $72,071+54.7% | $68,368+63.1% | $137,256-18.8% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.0%-14.7pp |
| Annual return | 14.84% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,466 | $2,788-47.4% | $2,649-44.6% | $4,156-64.7% |
| Participant deferral / active EE | $3,940 | $4,410-10.6% | $4,123-4.4% | $6,407-38.5% |
| Admin fee / account holder | $1,408 | $5,336-73.6% | $5,150-72.7% | $12,270-88.5% |