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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 | $91,858 | $85,766+7.1% | $136,298-32.6% | $70,126+31.0% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 18.42% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $3,762 | $2,966+26.8% | $4,696-19.9% | $2,343+60.6% |
| Participant deferral / active EE | $6,819 | $5,051+35.0% | $6,247+9.1% | $3,332+104.7% |
| Admin fee / account holder | $2,301 | $5,421-57.5% | $9,244-75.1% | $4,645-50.5% |