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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 | $91,634 | $60,128+52.4% | $90,440+1.3% | $79,852+14.8% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 14.39% | 71.95%-57.6pp | 1294.38%-1280.0pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,113 | $2,068+2.1% | $3,263-35.2% | $2,471-14.5% |
| Participant deferral / active EE | $2,660 | $2,939-9.5% | $3,964-32.9% | $3,740-28.9% |
| Admin fee / account holder | $2,307 | $3,977-42.0% | $5,615-58.9% | $5,306-56.5% |