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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 | $89,878 | $68,398+31.4% | $94,664-5.1% | $75,173+19.6% |
| Participation rate | 65.9% | 76.1%-10.2pp | 80.8%-15.0pp | 67.2%-1.4pp |
| Annual return | 19.37% | 616.72%-597.4pp | 156.84%-137.5pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,960 | $2,701-27.4% | $3,673-46.6% | $2,671-26.6% |
| Participant deferral / active EE | $4,584 | $6,537-29.9% | $7,417-38.2% | $4,126+11.1% |
| Admin fee / account holder | $990 | $5,324-81.4% | $7,222-86.3% | $5,651-82.5% |