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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 | $72,071+16.2% | $68,368+22.5% | $137,256-39.0% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 16.18% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,745 | $2,788-1.5% | $2,649+3.6% | $4,156-34.0% |
| Participant deferral / active EE | $3,920 | $4,410-11.1% | $4,123-4.9% | $6,407-38.8% |
| Admin fee / account holder | $10,535 | $5,336+97.4% | $5,150+104.6% | $12,270-14.1% |