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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 | $81,458 | $58,311+39.7% | $81,882-0.5% | $80,959+0.6% |
| Participation rate | 66.3% | 63.5%+2.8pp | 72.4%-6.1pp | 67.7%-1.4pp |
| Annual return | 13.19% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,927 | $2,347-17.9% | $2,916-33.9% | $2,757-30.1% |
| Participant deferral / active EE | $4,728 | $3,287+43.9% | $4,323+9.4% | $4,300+10.0% |
| Admin fee / account holder | $3,930 | $4,752-17.3% | $7,360-46.6% | $6,925-43.3% |