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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 | $85,127 | $63,346+34.4% | $92,239-7.7% | $70,124+21.4% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.3pp | 69.5%-0.3pp |
| Annual return | 17.55% | 530.19%-512.6pp | 176.29%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,767 | $2,471-28.5% | $3,680-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $4,374 | $2,854+53.3% | $3,897+12.2% | $3,332+31.3% |
| Admin fee / account holder | $973 | $3,841-74.7% | $5,194-81.3% | $4,645-79.1% |