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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 | $117,646 | $65,575+79.4% | $86,209+36.5% | $75,181+56.5% |
| Participation rate | 64.0% | 60.5%+3.5pp | 69.0%-5.0pp | 67.2%-3.2pp |
| Annual return | 16.51% | 46.07%-29.6pp | 1169.05%-1152.5pp | 160.69%-144.2pp |
| Employer contribution / active EE | $2,495 | $1,553+60.6% | $2,381+4.8% | $2,671-6.6% |
| Participant deferral / active EE | $3,725 | $3,023+23.2% | $3,986-6.6% | $4,126-9.7% |
| Admin fee / account holder | $9,457 | $5,470+72.9% | $6,853+38.0% | $5,650+67.4% |