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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 | $84,988 | $72,071+17.9% | $68,368+24.3% | $137,256-38.1% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 17.41% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $891 | $2,788-68.0% | $2,649-66.3% | $4,156-78.6% |
| Participant deferral / active EE | $2,451 | $4,410-44.4% | $4,123-40.5% | $6,407-61.7% |
| Admin fee / account holder | $670 | $5,336-87.4% | $5,150-87.0% | $12,270-94.5% |