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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 | $103,167 | $63,346+62.9% | $92,240+11.8% | $70,126+47.1% |
| Participation rate | 51.2% | 68.7%-17.5pp | 76.5%-25.3pp | 69.5%-18.4pp |
| Annual return | 18.56% | 530.19%-511.6pp | 176.29%-157.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,588 | $2,471-35.7% | $3,680-56.8% | $2,343-32.2% |
| Participant deferral / active EE | $4,104 | $2,854+43.8% | $3,897+5.3% | $3,332+23.2% |
| Admin fee / account holder | $3,815 | $3,841-0.7% | $5,194-26.5% | $4,645-17.9% |