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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 | $86,583 | $72,071+20.1% | $68,368+26.6% | $137,256-36.9% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.0%-33.3pp |
| Annual return | 20.70% | 353.14%-332.4pp | 292.57%-271.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,039 | $2,788-26.8% | $2,649-23.0% | $4,156-50.9% |
| Participant deferral / active EE | $4,648 | $4,410+5.4% | $4,123+12.7% | $6,407-27.4% |
| Admin fee / account holder | $3,753 | $5,336-29.7% | $5,150-27.1% | $12,270-69.4% |