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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 | $111,085 | $85,766+29.5% | $136,298-18.5% | $70,126+58.4% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 18.71% | 31.46%-12.7pp | 5156.27%-5137.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,744 | $2,966+26.2% | $4,696-20.3% | $2,343+59.8% |
| Participant deferral / active EE | $7,429 | $5,051+47.1% | $6,247+18.9% | $3,332+123.0% |
| Admin fee / account holder | $9,513 | $5,421+75.5% | $9,244+2.9% | $4,645+104.8% |