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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 | $125,635 | $72,071+74.3% | $68,368+83.8% | $137,256-8.5% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 18.16% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,041 | $2,788-62.6% | $2,649-60.7% | $4,156-74.9% |
| Participant deferral / active EE | $5,071 | $4,410+15.0% | $4,123+23.0% | $6,407-20.9% |
| Admin fee / account holder | $1,066 | $5,336-80.0% | $5,150-79.3% | $12,270-91.3% |