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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 | $85,841 | $49,976+71.8% | $66,674+28.7% | $82,637+3.9% |
| Participation rate | 20.6% | 63.1%-42.5pp | 73.7%-53.1pp | 68.1%-47.5pp |
| Annual return | 16.56% | 39.09%-22.5pp | 321.24%-304.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $3,188 | $1,988+60.3% | $2,620+21.7% | $2,552+24.9% |
| Participant deferral / active EE | $3,868 | $2,847+35.9% | $4,084-5.3% | $4,126-6.3% |
| Admin fee / account holder | $12,663 | $4,594+175.7% | $5,098+148.4% | $7,339+72.6% |