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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 | $98,584 | $67,823+45.4% | $52,425+88.0% | $137,256-28.2% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 17.15% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,154 | $1,163-0.8% | $914+26.3% | $4,156-72.2% |
| Participant deferral / active EE | $3,719 | $2,288+62.6% | $1,790+107.7% | $6,407-42.0% |
| Admin fee / account holder | $561 | $2,844-80.3% | $2,495-77.5% | $12,270-95.4% |