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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 | $70,366+48.2% | $66,674+56.4% | $138,895-24.9% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 16.16% | 386.41%-370.2pp | 321.24%-305.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,063 | $2,765+10.8% | $2,620+16.9% | $4,194-27.0% |
| Participant deferral / active EE | $5,845 | $4,374+33.6% | $4,084+43.1% | $6,396-8.6% |
| Admin fee / account holder | $2,785 | $5,262-47.1% | $5,098-45.4% | $12,562-77.8% |