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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 | $98,469 | $49,896+97.3% | $80,627+22.1% | $75,173+31.0% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 17.44% | 34.67%-17.2pp | 936.76%-919.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,866 | $1,699+9.9% | $2,723-31.5% | $2,671-30.1% |
| Participant deferral / active EE | $3,499 | $2,992+17.0% | $4,443-21.2% | $4,126-15.2% |
| Admin fee / account holder | $463 | $3,578-87.1% | $5,381-91.4% | $5,651-91.8% |