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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 | $102,379 | $72,071+42.1% | $68,368+49.7% | $137,256-25.4% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 15.17% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,672 | $2,788-4.2% | $2,649+0.9% | $4,156-35.7% |
| Participant deferral / active EE | $7,387 | $4,410+67.5% | $4,123+79.2% | $6,407+15.3% |
| Admin fee / account holder | $1,469 | $5,336-72.5% | $5,150-71.5% | $12,270-88.0% |