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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 | $91,839 | $70,366+30.5% | $66,674+37.7% | $138,895-33.9% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.7%-15.8pp | 79.9%-22.0pp |
| Annual return | 16.59% | 386.41%-369.8pp | 321.24%-304.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $890 | $2,765-67.8% | $2,620-66.0% | $4,194-78.8% |
| Participant deferral / active EE | $1,694 | $4,374-61.3% | $4,084-58.5% | $6,396-73.5% |
| Admin fee / account holder | $1,875 | $5,262-64.4% | $5,098-63.2% | $12,562-85.1% |