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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 | $89,062 | $72,071+23.6% | $68,368+30.3% | $137,256-35.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 18.43% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,625 | $2,788-41.7% | $2,649-38.7% | $4,156-60.9% |
| Participant deferral / active EE | $3,250 | $4,410-26.3% | $4,123-21.2% | $6,407-49.3% |
| Admin fee / account holder | $347 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |