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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 | $111,262 | $65,555+69.7% | $86,216+29.1% | $75,173+48.0% |
| Participation rate | 47.8% | 60.5%-12.7pp | 69.0%-21.1pp | 67.2%-19.4pp |
| Annual return | 18.78% | 46.07%-27.3pp | 1169.42%-1150.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $2,338 | $1,553+50.5% | $2,382-1.8% | $2,671-12.5% |
| Participant deferral / active EE | $4,237 | $3,023+40.1% | $3,986+6.3% | $4,126+2.7% |
| Admin fee / account holder | $10,398 | $5,469+90.1% | $6,853+51.7% | $5,651+84.0% |