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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 | $97,166 | $57,305+69.6% | $86,640+12.1% | $75,173+29.3% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 13.66% | 2674.24%-2660.6pp | 592.52%-578.9pp | 160.72%-147.1pp |
| Employer contribution / active EE | $2,005 | $2,316-13.4% | $3,024-33.7% | $2,671-24.9% |
| Participant deferral / active EE | $5,175 | $3,320+55.9% | $4,438+16.6% | $4,126+25.4% |
| Admin fee / account holder | $4,014 | $4,116-2.5% | $5,616-28.5% | $5,651-29.0% |