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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 | $102,017 | $49,896+104.5% | $80,627+26.5% | $75,173+35.7% |
| Participation rate | 64.4% | 55.3%+9.1pp | 67.0%-2.6pp | 67.2%-2.8pp |
| Annual return | 15.72% | 34.67%-19.0pp | 936.76%-921.0pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,851 | $1,699+9.0% | $2,723-32.0% | $2,671-30.7% |
| Participant deferral / active EE | $2,875 | $2,992-3.9% | $4,443-35.3% | $4,126-30.3% |
| Admin fee / account holder | $10,755 | $3,578+200.6% | $5,381+99.9% | $5,651+90.3% |