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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 | $111,090 | $72,071+54.1% | $68,368+62.5% | $137,256-19.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.75% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,369 | $2,788+20.8% | $2,649+27.2% | $4,156-18.9% |
| Participant deferral / active EE | $3,369 | $4,410-23.6% | $4,123-18.3% | $6,407-47.4% |
| Admin fee / account holder | $709 | $5,336-86.7% | $5,150-86.2% | $12,270-94.2% |