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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 | $97,416 | $72,071+35.2% | $68,368+42.5% | $137,256-29.0% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.0%-18.8pp |
| Annual return | 18.09% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,160 | $2,788-22.5% | $2,649-18.4% | $4,156-48.0% |
| Participant deferral / active EE | $4,317 | $4,410-2.1% | $4,123+4.7% | $6,407-32.6% |
| Admin fee / account holder | $4,175 | $5,336-21.8% | $5,150-18.9% | $12,270-66.0% |