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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 | $115,688 | $70,366+64.4% | $66,674+73.5% | $138,895-16.7% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 15.97% | 386.41%-370.4pp | 321.24%-305.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,209 | $2,765-56.3% | $2,620-53.9% | $4,194-71.2% |
| Participant deferral / active EE | $1,614 | $4,374-63.1% | $4,084-60.5% | $6,396-74.8% |
| Admin fee / account holder | $1,677 | $5,262-68.1% | $5,098-67.1% | $12,562-86.7% |