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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 | $128,842 | $72,071+78.8% | $68,368+88.5% | $137,256-6.1% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 14.08% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $896 | $2,788-67.9% | $2,649-66.2% | $4,156-78.4% |
| Participant deferral / active EE | $1,864 | $4,410-57.7% | $4,123-54.8% | $6,407-70.9% |
| Admin fee / account holder | $1,468 | $5,336-72.5% | $5,150-71.5% | $12,270-88.0% |