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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 | $70,366+18.8% | $66,674+25.3% | $138,895-39.8% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 15.32% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,932 | $2,765+42.2% | $2,620+50.1% | $4,194-6.3% |
| Participant deferral / active EE | $10,027 | $4,374+129.2% | $4,084+145.5% | $6,396+56.8% |
| Admin fee / account holder | $39,046 | $5,262+642.0% | $5,098+665.9% | $12,562+210.8% |