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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 | $97,998 | $49,891+96.4% | $80,607+21.6% | $75,181+30.3% |
| Participation rate | 60.0% | 55.3%+4.7pp | 67.0%-7.0pp | 67.2%-7.2pp |
| Annual return | 24.33% | 34.67%-10.3pp | 936.11%-911.8pp | 160.69%-136.4pp |
| Employer contribution / active EE | $1,918 | $1,698+12.9% | $2,724-29.6% | $2,671-28.2% |
| Participant deferral / active EE | $5,480 | $2,991+83.2% | $4,448+23.2% | $4,126+32.8% |
| Admin fee / account holder | $670 | $3,578-81.3% | $5,379-87.5% | $5,650-88.1% |