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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 | $103,760 | $57,305+81.1% | $86,640+19.8% | $75,173+38.0% |
| Participation rate | 69.0% | 63.2%+5.8pp | 71.7%-2.7pp | 67.2%+1.8pp |
| Annual return | 18.08% | 2674.24%-2656.2pp | 592.52%-574.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $1,455 | $2,316-37.2% | $3,024-51.9% | $2,671-45.5% |
| Participant deferral / active EE | $6,666 | $3,320+100.8% | $4,438+50.2% | $4,126+61.5% |
| Admin fee / account holder | $569 | $4,116-86.2% | $5,616-89.9% | $5,651-89.9% |