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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 | $111,163 | $72,071+54.2% | $68,368+62.6% | $137,256-19.0% |
| Participation rate | 69.6% | 76.2%-6.7pp | 73.8%-4.2pp | 80.0%-10.4pp |
| Annual return | 13.60% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,316 | $2,788-16.9% | $2,649-12.6% | $4,156-44.3% |
| Participant deferral / active EE | $3,746 | $4,410-15.1% | $4,123-9.1% | $6,407-41.5% |
| Admin fee / account holder | $13,231 | $5,336+148.0% | $5,150+156.9% | $12,270+7.8% |