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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 | $92,110 | $90,691+1.6% | $76,119+21.0% | $145,884-36.9% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 12.83% | 624.52%-611.7pp | 361.25%-348.4pp | 551.85%-539.0pp |
| Employer contribution / active EE | $889 | $3,329-73.3% | $2,693-67.0% | $4,662-80.9% |
| Participant deferral / active EE | $1,215 | $5,167-76.5% | $4,259-71.5% | $6,690-81.8% |
| Admin fee / account holder | $9,040 | $8,383+7.8% | $6,421+40.8% | $13,392-32.5% |