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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 | $97,014 | $49,199+97.2% | $121,210-20.0% | $75,177+29.0% |
| Participation rate | 65.5% | 55.4%+10.0pp | 69.5%-4.1pp | 67.2%-1.8pp |
| Annual return | 19.21% | 56.04%-36.8pp | 987.41%-968.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $1,653 | $1,547+6.8% | $4,171-60.4% | $2,671-38.1% |
| Participant deferral / active EE | $4,215 | $2,630+60.3% | $4,084+3.2% | $4,126+2.1% |
| Admin fee / account holder | $2,565 | $3,946-35.0% | $5,647-54.6% | $5,651-54.6% |