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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 | $76,723 | $72,071+6.5% | $68,368+12.2% | $137,256-44.1% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 15.01% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,023 | $2,788-63.3% | $2,649-61.4% | $4,156-75.4% |
| Participant deferral / active EE | $1,591 | $4,410-63.9% | $4,123-61.4% | $6,407-75.2% |
| Admin fee / account holder | $1,020 | $5,336-80.9% | $5,150-80.2% | $12,270-91.7% |