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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 | $92,046 | $72,071+27.7% | $68,368+34.6% | $137,256-32.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 24.08% | 353.14%-329.1pp | 292.57%-268.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,918 | $2,788-31.2% | $2,649-27.6% | $4,156-53.9% |
| Participant deferral / active EE | $2,965 | $4,410-32.8% | $4,123-28.1% | $6,407-53.7% |
| Admin fee / account holder | $770 | $5,336-85.6% | $5,150-85.0% | $12,270-93.7% |