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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 | $98,510 | $49,891+97.5% | $80,607+22.2% | $75,181+31.0% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 17.18% | 34.67%-17.5pp | 936.11%-918.9pp | 160.69%-143.5pp |
| Employer contribution / active EE | $2,058 | $1,698+21.2% | $2,724-24.5% | $2,671-22.9% |
| Participant deferral / active EE | $4,383 | $2,991+46.5% | $4,448-1.5% | $4,126+6.2% |
| Admin fee / account holder | $430 | $3,578-88.0% | $5,379-92.0% | $5,650-92.4% |