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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 | $90,867 | $63,342+43.5% | $92,236-1.5% | $70,131+29.6% |
| Participation rate | 45.2% | 68.7%-23.5pp | 76.5%-31.3pp | 69.5%-24.4pp |
| Annual return | 18.79% | 530.15%-511.4pp | 176.29%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,865 | $2,471+16.0% | $3,679-22.1% | $2,342+22.3% |
| Participant deferral / active EE | $3,895 | $2,854+36.5% | $3,8970% | $3,332+16.9% |
| Admin fee / account holder | $3,337 | $3,840-13.1% | $5,194-35.7% | $4,645-28.2% |