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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 | $97,980 | $72,071+35.9% | $68,368+43.3% | $137,256-28.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 19.15% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,224 | $2,788+15.7% | $2,649+21.7% | $4,156-22.4% |
| Participant deferral / active EE | $8,413 | $4,410+90.8% | $4,123+104.1% | $6,407+31.3% |
| Admin fee / account holder | $1,258 | $5,336-76.4% | $5,150-75.6% | $12,270-89.7% |