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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 | $72,074 | $72,0710% | $68,368+5.4% | $137,256-47.5% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 21.65% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,164 | $2,788-58.3% | $2,649-56.1% | $4,156-72.0% |
| Participant deferral / active EE | $3,669 | $4,410-16.8% | $4,123-11.0% | $6,407-42.7% |
| Admin fee / account holder | $321 | $5,336-94.0% | $5,150-93.8% | $12,270-97.4% |