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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 | $95,710 | $70,366+36.0% | $66,674+43.5% | $138,895-31.1% |
| Participation rate | 60.9% | 76.2%-15.3pp | 73.7%-12.8pp | 79.9%-19.0pp |
| Annual return | 13.35% | 386.41%-373.1pp | 321.24%-307.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,695 | $2,765-38.7% | $2,620-35.3% | $4,194-59.6% |
| Participant deferral / active EE | $2,856 | $4,374-34.7% | $4,084-30.1% | $6,396-55.3% |
| Admin fee / account holder | $6,939 | $5,262+31.9% | $5,098+36.1% | $12,562-44.8% |