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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 | $111,873 | $72,071+55.2% | $68,368+63.6% | $137,256-18.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 17.20% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $882 | $2,788-68.4% | $2,649-66.7% | $4,156-78.8% |
| Participant deferral / active EE | $1,215 | $4,410-72.4% | $4,123-70.5% | $6,407-81.0% |
| Admin fee / account holder | $453 | $5,336-91.5% | $5,150-91.2% | $12,270-96.3% |