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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 | $88,367 | $68,398+29.2% | $94,664-6.7% | $75,173+17.6% |
| Participation rate | 61.0% | 76.1%-15.1pp | 80.8%-19.9pp | 67.2%-6.2pp |
| Annual return | 15.76% | 616.72%-601.0pp | 156.84%-141.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,551 | $2,701-5.5% | $3,673-30.5% | $2,671-4.5% |
| Participant deferral / active EE | $5,164 | $6,537-21.0% | $7,417-30.4% | $4,126+25.1% |
| Admin fee / account holder | $3,663 | $5,324-31.2% | $7,222-49.3% | $5,651-35.2% |