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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 | $125,951 | $70,366+79.0% | $66,674+88.9% | $138,895-9.3% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.7%-34.8pp | 79.9%-41.0pp |
| Annual return | 20.86% | 386.41%-365.5pp | 321.24%-300.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,104 | $2,765-60.1% | $2,620-57.9% | $4,194-73.7% |
| Participant deferral / active EE | $4,421 | $4,374+1.1% | $4,084+8.2% | $6,396-30.9% |
| Admin fee / account holder | $361 | $5,262-93.1% | $5,098-92.9% | $12,562-97.1% |