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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 | $94,021 | $65,575+43.4% | $86,209+9.1% | $75,181+25.1% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.0%-7.4pp | 67.2%-5.7pp |
| Annual return | 15.87% | 46.07%-30.2pp | 1169.05%-1153.2pp | 160.69%-144.8pp |
| Employer contribution / active EE | $967 | $1,553-37.8% | $2,381-59.4% | $2,671-63.8% |
| Participant deferral / active EE | $2,424 | $3,023-19.8% | $3,986-39.2% | $4,126-41.3% |
| Admin fee / account holder | $2,993 | $5,470-45.3% | $6,853-56.3% | $5,650-47.0% |