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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 | $51,184+79.8% | $66,439+38.5% | $86,983+5.8% |
| Participation rate | 57.1% | 68.5%-11.3pp | 74.5%-17.4pp | 69.5%-12.4pp |
| Annual return | 11.73% | 17.07%-5.3pp | 757.66%-745.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $2,105 | $2,023+4.1% | $2,637-20.2% | $2,584-18.6% |
| Participant deferral / active EE | $3,694 | $2,927+26.2% | $3,876-4.7% | $4,194-11.9% |
| Admin fee / account holder | $11,316 | $4,154+172.4% | $6,173+83.3% | $7,856+44.0% |