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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 | $93,661 | $68,097+37.5% | $62,929+48.8% | $137,256-31.8% |
| Participation rate | 65.0% | 77.4%-12.4pp | 73.1%-8.1pp | 80.0%-15.0pp |
| Annual return | 12.62% | 1859.11%-1846.5pp | 1063.93%-1051.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $898 | $2,811-68.1% | $2,505-64.2% | $4,156-78.4% |
| Participant deferral / active EE | $4,037 | $4,553-11.3% | $3,888+3.8% | $6,407-37.0% |
| Admin fee / account holder | $10,160 | $6,521+55.8% | $5,065+100.6% | $12,270-17.2% |