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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 | $115,338 | $63,346+82.1% | $92,240+25.0% | $70,126+64.5% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 12.52% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $856 | $2,471-65.4% | $3,680-76.7% | $2,343-63.5% |
| Participant deferral / active EE | $2,636 | $2,854-7.6% | $3,897-32.4% | $3,332-20.9% |
| Admin fee / account holder | $4,777 | $3,841+24.4% | $5,194-8.0% | $4,645+2.8% |