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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 | $121,037 | $72,071+67.9% | $68,368+77.0% | $137,256-11.8% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 21.37% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $476 | $2,788-82.9% | $2,649-82.0% | $4,156-88.6% |
| Participant deferral / active EE | $5,839 | $4,410+32.4% | $4,123+41.6% | $6,407-8.9% |
| Admin fee / account holder | $451 | $5,336-91.6% | $5,150-91.2% | $12,270-96.3% |