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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 | $91,337 | $60,119+51.9% | $90,430+1.0% | $79,858+14.4% |
| Participation rate | 68.6% | 65.0%+3.6pp | 72.7%-4.1pp | 69.6%-1.1pp |
| Annual return | 21.54% | 71.94%-50.4pp | 1293.73%-1272.2pp | 31.72%-10.2pp |
| Employer contribution / active EE | $1,310 | $2,068-36.6% | $3,262-59.8% | $2,471-47.0% |
| Participant deferral / active EE | $3,584 | $2,938+22.0% | $3,963-9.6% | $3,740-4.2% |
| Admin fee / account holder | $1,431 | $3,976-64.0% | $5,613-74.5% | $5,306-73.0% |