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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 | $72,071+47.6% | $68,368+55.6% | $137,256-22.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 14.20% | 353.14%-338.9pp | 292.57%-278.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,011 | $2,788-63.7% | $2,649-61.8% | $4,156-75.7% |
| Participant deferral / active EE | $6,630 | $4,410+50.3% | $4,123+60.8% | $6,407+3.5% |
| Admin fee / account holder | $2,374 | $5,336-55.5% | $5,150-53.9% | $12,270-80.7% |