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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 | $56,116+90.9% | $135,768-21.1% | $86,983+23.2% |
| Participation rate | 62.5% | 60.1%+2.4pp | 71.1%-8.6pp | 69.5%-7.0pp |
| Annual return | 17.53% | 125.33%-107.8pp | 526.10%-508.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $2,024 | $1,528+32.5% | $3,394-40.3% | $2,584-21.7% |
| Participant deferral / active EE | $3,604 | $2,690+34.0% | $3,977-9.4% | $4,194-14.1% |
| Admin fee / account holder | $4,678 | $4,314+8.4% | $7,048-33.6% | $7,856-40.5% |