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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 | $111,196 | $63,342+75.5% | $92,236+20.6% | $70,131+58.6% |
| Participation rate | 61.8% | 68.7%-6.9pp | 76.5%-14.7pp | 69.5%-7.8pp |
| Annual return | 18.58% | 530.15%-511.6pp | 176.29%-157.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $677 | $2,471-72.6% | $3,679-81.6% | $2,342-71.1% |
| Participant deferral / active EE | $5,236 | $2,854+83.5% | $3,897+34.4% | $3,332+57.1% |
| Admin fee / account holder | $1,867 | $3,840-51.4% | $5,194-64.1% | $4,645-59.8% |