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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 | $100,302 | $48,314+107.6% | $67,561+48.5% | $80,925+23.9% |
| Participation rate | 67.4% | 66.4%+1.0pp | 72.9%-5.5pp | 67.7%-0.2pp |
| Annual return | 16.21% | 18.28%-2.1pp | 3525.44%-3509.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $2,021 | $2,022-0.1% | $2,735-26.1% | $2,756-26.7% |
| Participant deferral / active EE | $9,049 | $2,927+209.2% | $4,003+126.1% | $4,299+110.5% |
| Admin fee / account holder | $4,804 | $3,690+30.2% | $4,006+19.9% | $6,940-30.8% |