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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 | $106,407 | $70,366+51.2% | $66,674+59.6% | $138,895-23.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 14.20% | 386.41%-372.2pp | 321.24%-307.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,011 | $2,765-63.4% | $2,620-61.4% | $4,194-75.9% |
| Participant deferral / active EE | $6,630 | $4,374+51.6% | $4,084+62.3% | $6,396+3.6% |
| Admin fee / account holder | $2,374 | $5,262-54.9% | $5,098-53.4% | $12,562-81.1% |