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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 | $111,688 | $70,684+58.0% | $169,390-34.1% | $75,173+48.6% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.2%-17.9pp | 67.2%-7.9pp |
| Annual return | 21.14% | 36.38%-15.2pp | 406.07%-384.9pp | 160.72%-139.6pp |
| Employer contribution / active EE | $5,361 | $2,211+142.5% | $4,013+33.6% | $2,671+100.7% |
| Participant deferral / active EE | $2,814 | $4,310-34.7% | $6,222-54.8% | $4,126-31.8% |
| Admin fee / account holder | $5,274 | $5,404-2.4% | $9,015-41.5% | $5,651-6.7% |