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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 | $83,564 | $72,071+15.9% | $68,368+22.2% | $137,256-39.1% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 15.32% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,932 | $2,788+41.0% | $2,649+48.4% | $4,156-5.4% |
| Participant deferral / active EE | $10,027 | $4,410+127.4% | $4,123+143.2% | $6,407+56.5% |
| Admin fee / account holder | $39,046 | $5,336+631.8% | $5,150+658.2% | $12,270+218.2% |