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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 | $101,677 | $45,123+125.3% | $85,240+19.3% | $74,478+36.5% |
| Participation rate | 39.8% | 49.4%-9.5pp | 67.5%-27.7pp | 67.2%-27.4pp |
| Annual return | 17.88% | 26.32%-8.4pp | 66.75%-48.9pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $2,697 | $1,459+84.9% | $2,735-1.4% | $2,626+2.7% |
| Participant deferral / active EE | $4,101 | $2,736+49.9% | $4,527-9.4% | $4,350-5.7% |
| Admin fee / account holder | $5,804 | $2,215+162.1% | $6,165-5.8% | $1,946+198.3% |