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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 | $91,655 | $72,071+27.2% | $68,368+34.1% | $137,256-33.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 21.10% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,444 | $4,410+23.4% | $4,123+32.0% | $6,407-15.0% |
| Admin fee / account holder | $4,065 | $5,336-23.8% | $5,150-21.1% | $12,270-66.9% |