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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 | $91,048 | $72,071+26.3% | $68,368+33.2% | $137,256-33.7% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 14.95% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $610 | $2,788-78.1% | $2,649-77.0% | $4,156-85.3% |
| Participant deferral / active EE | $4,838 | $4,410+9.7% | $4,123+17.4% | $6,407-24.5% |
| Admin fee / account holder | $5,019 | $5,336-5.9% | $5,150-2.5% | $12,270-59.1% |