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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 | $88,528 | $70,366+25.8% | $66,674+32.8% | $138,895-36.3% |
| Participation rate | 30.4% | 76.2%-45.7pp | 73.7%-43.2pp | 79.9%-49.5pp |
| Annual return | 14.11% | 386.41%-372.3pp | 321.24%-307.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $639 | $2,765-76.9% | $2,620-75.6% | $4,194-84.8% |
| Participant deferral / active EE | $1,398 | $4,374-68.0% | $4,084-65.8% | $6,396-78.1% |
| Admin fee / account holder | $829 | $5,262-84.3% | $5,098-83.7% | $12,562-93.4% |