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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 | $87,970 | $58,311+50.9% | $81,882+7.4% | $80,959+8.7% |
| Participation rate | 68.2% | 63.5%+4.7pp | 72.4%-4.2pp | 67.7%+0.5pp |
| Annual return | 15.23% | 41.85%-26.6pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,279 | $2,347-45.5% | $2,916-56.2% | $2,757-53.6% |
| Participant deferral / active EE | $6,489 | $3,287+97.4% | $4,323+50.1% | $4,300+50.9% |
| Admin fee / account holder | $5,603 | $4,752+17.9% | $7,360-23.9% | $6,925-19.1% |