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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 | $104,130 | $63,342+64.4% | $92,236+12.9% | $70,131+48.5% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 20.47% | 530.15%-509.7pp | 176.29%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,297 | $2,471-7.0% | $3,679-37.6% | $2,342-1.9% |
| Participant deferral / active EE | $5,063 | $2,854+77.4% | $3,897+29.9% | $3,332+52.0% |
| Admin fee / account holder | $674 | $3,840-82.5% | $5,194-87.0% | $4,645-85.5% |