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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 | $89,318 | $49,976+78.7% | $66,674+34.0% | $82,637+8.1% |
| Participation rate | 56.5% | 63.1%-6.6pp | 73.7%-17.2pp | 68.1%-11.5pp |
| Annual return | 14.42% | 39.09%-24.7pp | 321.24%-306.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $3,788 | $1,988+90.5% | $2,620+44.6% | $2,552+48.4% |
| Participant deferral / active EE | $7,497 | $2,847+163.4% | $4,084+83.6% | $4,126+81.7% |
| Admin fee / account holder | $18,845 | $4,594+310.2% | $5,098+269.6% | $7,339+156.8% |