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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 | $91,520 | $72,071+27.0% | $68,368+33.9% | $137,256-33.3% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 22.12% | 353.14%-331.0pp | 292.57%-270.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,475 | $2,788-47.1% | $2,649-44.3% | $4,156-64.5% |
| Participant deferral / active EE | $4,871 | $4,410+10.5% | $4,123+18.2% | $6,407-24.0% |
| Admin fee / account holder | $479 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |