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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 | $98,978 | $72,071+37.3% | $68,368+44.8% | $137,256-27.9% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 15.72% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,510 | $2,788-45.8% | $2,649-43.0% | $4,156-63.7% |
| Participant deferral / active EE | $2,808 | $4,410-36.3% | $4,123-31.9% | $6,407-56.2% |
| Admin fee / account holder | $3,811 | $5,336-28.6% | $5,150-26.0% | $12,270-68.9% |