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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 | $84,054 | $56,431+49.0% | $130,788-35.7% | $87,485-3.9% |
| Participation rate | 67.7% | 58.9%+8.8pp | 70.1%-2.4pp | 68.9%-1.2pp |
| Annual return | 19.03% | 91.27%-72.2pp | 386.44%-367.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $2,309 | $1,549+49.0% | $3,558-35.1% | $2,596-11.1% |
| Participant deferral / active EE | $5,512 | $2,749+100.5% | $4,137+33.2% | $4,274+29.0% |
| Admin fee / account holder | $1,021 | $4,433-77.0% | $6,673-84.7% | $7,775-86.9% |