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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 | $92,618 | $72,071+28.5% | $68,368+35.5% | $137,256-32.5% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 13.95% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,943 | $2,788-30.3% | $2,649-26.7% | $4,156-53.3% |
| Participant deferral / active EE | $7,898 | $4,410+79.1% | $4,123+91.6% | $6,407+23.3% |
| Admin fee / account holder | $7,821 | $5,336+46.6% | $5,150+51.9% | $12,270-36.3% |