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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 | $129,808 | $72,071+80.1% | $68,368+89.9% | $137,256-5.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.39% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,729 | $2,788-38.0% | $2,649-34.7% | $4,156-58.4% |
| Participant deferral / active EE | $4,947 | $4,410+12.2% | $4,123+20.0% | $6,407-22.8% |
| Admin fee / account holder | $5,213 | $5,336-2.3% | $5,150+1.2% | $12,270-57.5% |