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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 | $83,772 | $70,366+19.1% | $66,674+25.6% | $138,895-39.7% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.7%-15.3pp | 79.9%-21.6pp |
| Annual return | 16.18% | 386.41%-370.2pp | 321.24%-305.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,745 | $2,765-0.7% | $2,620+4.8% | $4,194-34.6% |
| Participant deferral / active EE | $3,920 | $4,374-10.4% | $4,084-4.0% | $6,396-38.7% |
| Admin fee / account holder | $10,535 | $5,262+100.2% | $5,098+106.6% | $12,562-16.1% |