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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 | $87,354 | $63,346+37.9% | $92,240-5.3% | $70,126+24.6% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 18.37% | 530.19%-511.8pp | 176.29%-157.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,480 | $2,471-40.1% | $3,680-59.8% | $2,343-36.8% |
| Participant deferral / active EE | $2,939 | $2,854+3.0% | $3,897-24.6% | $3,332-11.8% |
| Admin fee / account holder | $5,169 | $3,841+34.6% | $5,194-0.5% | $4,645+11.3% |