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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 | $91,159 | $48,011+89.9% | $63,803+42.9% | $82,637+10.3% |
| Participation rate | 67.6% | 66.6%+1.1pp | 72.7%-5.1pp | 68.1%-0.4pp |
| Annual return | 16.59% | 19.84%-3.2pp | 543.72%-527.1pp | 53.51%-36.9pp |
| Employer contribution / active EE | $3,111 | $1,904+63.4% | $2,532+22.8% | $2,552+21.9% |
| Participant deferral / active EE | $6,086 | $2,846+113.8% | $3,843+58.4% | $4,126+47.5% |
| Admin fee / account holder | $15,749 | $3,873+306.6% | $5,196+203.1% | $7,339+114.6% |