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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 | $113,740 | $72,071+57.8% | $68,368+66.4% | $137,256-17.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 15.26% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,373 | $2,788-50.8% | $2,649-48.2% | $4,156-67.0% |
| Participant deferral / active EE | $4,560 | $4,410+3.4% | $4,123+10.6% | $6,407-28.8% |
| Admin fee / account holder | $381 | $5,336-92.9% | $5,150-92.6% | $12,270-96.9% |