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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 | $99,748 | $63,346+57.5% | $92,240+8.1% | $70,126+42.2% |
| Participation rate | 68.4% | 68.7%-0.2pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 15.50% | 530.19%-514.7pp | 176.29%-160.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,498 | $2,471-39.4% | $3,680-59.3% | $2,343-36.1% |
| Participant deferral / active EE | $3,543 | $2,854+24.1% | $3,897-9.1% | $3,332+6.3% |
| Admin fee / account holder | $2,092 | $3,841-45.5% | $5,194-59.7% | $4,645-55.0% |