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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 | $87,013 | $72,071+20.7% | $68,368+27.3% | $137,256-36.6% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 18.12% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,693 | $2,788-39.3% | $2,649-36.1% | $4,156-59.3% |
| Participant deferral / active EE | $3,325 | $4,410-24.6% | $4,123-19.3% | $6,407-48.1% |
| Admin fee / account holder | $1,807 | $5,336-66.1% | $5,150-64.9% | $12,270-85.3% |