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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 | $100,629 | $58,726+71.4% | $142,898-29.6% | $85,847+17.2% |
| Participation rate | 57.1% | 58.5%-1.3pp | 72.0%-14.8pp | 69.3%-12.2pp |
| Annual return | 17.40% | 27.73%-10.3pp | 5639.64%-5622.2pp | 318.61%-301.2pp |
| Employer contribution / active EE | $1,633 | $1,424+14.7% | $4,146-60.6% | $2,565-36.4% |
| Participant deferral / active EE | $6,299 | $2,609+141.5% | $3,838+64.1% | $3,952+59.4% |
| Admin fee / account holder | $1,907 | $4,234-55.0% | $6,560-70.9% | $6,261-69.5% |