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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 | $99,631 | $63,346+57.3% | $92,240+8.0% | $70,126+42.1% |
| Participation rate | 57.9% | 68.7%-10.8pp | 76.5%-18.6pp | 69.5%-11.6pp |
| Annual return | 17.97% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,715 | $2,471-30.6% | $3,680-53.4% | $2,343-26.8% |
| Participant deferral / active EE | $3,361 | $2,854+17.8% | $3,897-13.7% | $3,332+0.9% |
| Admin fee / account holder | $5,563 | $3,841+44.8% | $5,194+7.1% | $4,645+19.8% |