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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 | $124,765 | $72,071+73.1% | $68,368+82.5% | $137,256-9.1% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 14.47% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $815 | $2,788-70.8% | $2,649-69.2% | $4,156-80.4% |
| Participant deferral / active EE | $1,458 | $4,410-66.9% | $4,123-64.6% | $6,407-77.2% |
| Admin fee / account holder | $5,962 | $5,336+11.7% | $5,150+15.8% | $12,270-51.4% |