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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 | $88,196 | $70,684+24.8% | $169,390-47.9% | $75,173+17.3% |
| Participation rate | 67.6% | 64.8%+2.8pp | 77.2%-9.5pp | 67.2%+0.4pp |
| Annual return | 20.73% | 36.38%-15.7pp | 406.07%-385.3pp | 160.72%-140.0pp |
| Employer contribution / active EE | $3,389 | $2,211+53.3% | $4,013-15.5% | $2,671+26.9% |
| Participant deferral / active EE | $6,933 | $4,310+60.9% | $6,222+11.4% | $4,126+68.0% |
| Admin fee / account holder | $2,024 | $5,404-62.5% | $9,015-77.5% | $5,651-64.2% |