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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 | $141,089 | $72,071+95.8% | $68,368+106.4% | $137,256+2.8% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 16.01% | 353.14%-337.1pp | 292.57%-276.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $870 | $2,788-68.8% | $2,649-67.1% | $4,156-79.1% |
| Participant deferral / active EE | $5,801 | $4,410+31.5% | $4,123+40.7% | $6,407-9.5% |
| Admin fee / account holder | $851 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |