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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 | $104,266 | $72,071+44.7% | $68,368+52.5% | $137,256-24.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 16.16% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,063 | $2,788+9.9% | $2,649+15.6% | $4,156-26.3% |
| Participant deferral / active EE | $5,845 | $4,410+32.5% | $4,123+41.8% | $6,407-8.8% |
| Admin fee / account holder | $2,785 | $5,336-47.8% | $5,150-45.9% | $12,270-77.3% |