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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 | $89,080 | $63,346+40.6% | $92,240-3.4% | $70,126+27.0% |
| Participation rate | 52.1% | 68.7%-16.6pp | 76.5%-24.4pp | 69.5%-17.5pp |
| Annual return | 14.77% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,807 | $2,471-26.9% | $3,680-50.9% | $2,343-22.9% |
| Participant deferral / active EE | $4,270 | $2,854+49.6% | $3,897+9.6% | $3,332+28.2% |
| Admin fee / account holder | $7,237 | $3,841+88.4% | $5,194+39.3% | $4,645+55.8% |