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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 | $85,805 | $68,097+26.0% | $62,929+36.4% | $137,256-37.5% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 16.38% | 1859.11%-1842.7pp | 1063.93%-1047.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,208 | $2,811+14.1% | $2,505+28.1% | $4,156-22.8% |
| Participant deferral / active EE | $6,309 | $4,553+38.6% | $3,888+62.2% | $6,407-1.5% |
| Admin fee / account holder | $1,765 | $6,521-72.9% | $5,065-65.2% | $12,270-85.6% |