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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 | $107,144 | $56,431+89.9% | $130,788-18.1% | $87,485+22.5% |
| Participation rate | 62.5% | 58.9%+3.6pp | 70.1%-7.6pp | 68.9%-6.4pp |
| Annual return | 17.53% | 91.27%-73.7pp | 386.44%-368.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,024 | $1,549+30.7% | $3,558-43.1% | $2,596-22.0% |
| Participant deferral / active EE | $3,604 | $2,749+31.1% | $4,137-12.9% | $4,274-15.7% |
| Admin fee / account holder | $4,678 | $4,433+5.5% | $6,673-29.9% | $7,775-39.8% |