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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 | $73,935 | $67,823+9.0% | $52,425+41.0% | $137,256-46.1% |
| Participation rate | 41.7% | 63.9%-22.2pp | 55.6%-14.0pp | 80.0%-38.3pp |
| Annual return | 20.20% | 219.11%-198.9pp | 302.12%-281.9pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,082 | $1,163-6.9% | $914+18.4% | $4,156-74.0% |
| Participant deferral / active EE | $3,461 | $2,288+51.3% | $1,790+93.3% | $6,407-46.0% |
| Admin fee / account holder | $5,102 | $2,844+79.4% | $2,495+104.5% | $12,270-58.4% |