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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 | $81,446 | $48,364+68.4% | $71,796+13.4% | $62,881+29.5% |
| Participation rate | 67.9% | 60.6%+7.3pp | 69.1%-1.2pp | 69.3%-1.4pp |
| Annual return | 5.33% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,078 | $1,042+195.4% | $1,924+59.9% | $2,281+34.9% |
| Participant deferral / active EE | $4,317 | $2,091+106.4% | $2,794+54.5% | $3,203+34.8% |
| Admin fee / account holder | $6,934 | $3,771+83.9% | $4,815+44.0% | $4,296+61.4% |