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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 | $99,303 | $80,812+22.9% | $160,784-38.2% | $82,448+20.4% |
| Participation rate | 60.8% | 66.2%-5.5pp | 77.0%-16.2pp | 68.1%-7.3pp |
| Annual return | 16.14% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,091 | $2,174+134.2% | $3,733+36.4% | $2,551+99.6% |
| Participant deferral / active EE | $10,051 | $4,335+131.8% | $6,293+59.7% | $4,139+142.8% |
| Admin fee / account holder | $16,050 | $7,695+108.6% | $9,717+65.2% | $7,234+121.9% |