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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 | $92,005 | $47,479+93.8% | $62,929+46.2% | $82,448+11.6% |
| Participation rate | 57.1% | 66.9%-9.7pp | 73.1%-16.0pp | 68.1%-10.9pp |
| Annual return | 11.73% | 20.34%-8.6pp | 1063.93%-1052.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,105 | $1,885+11.6% | $2,505-16.0% | $2,551-17.5% |
| Participant deferral / active EE | $3,694 | $2,870+28.7% | $3,888-5.0% | $4,139-10.7% |
| Admin fee / account holder | $11,316 | $3,804+197.5% | $5,065+123.4% | $7,234+56.4% |