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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 | $78,602 | $63,346+24.1% | $92,240-14.8% | $70,126+12.1% |
| Participation rate | 57.6% | 68.7%-11.1pp | 76.5%-18.9pp | 69.5%-12.0pp |
| Annual return | 16.16% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,959 | $2,471-20.7% | $3,680-46.8% | $2,343-16.4% |
| Participant deferral / active EE | $3,900 | $2,854+36.7% | $3,897+0.1% | $3,332+17.1% |
| Admin fee / account holder | $7,933 | $3,841+106.5% | $5,194+52.7% | $4,645+70.8% |