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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 | $89,078 | $72,071+23.6% | $68,368+30.3% | $137,256-35.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.04% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $840 | $2,788-69.9% | $2,649-68.3% | $4,156-79.8% |
| Participant deferral / active EE | $6,291 | $4,410+42.7% | $4,123+52.6% | $6,407-1.8% |
| Admin fee / account holder | $1,470 | $5,336-72.4% | $5,150-71.4% | $12,270-88.0% |