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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 | $106,376 | $58,234+82.7% | $81,783+30.1% | $80,874+31.5% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.4%-12.4pp | 67.6%-7.6pp |
| Annual return | 12.14% | 41.70%-29.6pp | 775.05%-762.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,831 | $2,341-21.8% | $2,913-37.1% | $2,756-33.5% |
| Participant deferral / active EE | $2,499 | $3,283-23.9% | $4,320-42.1% | $4,297-41.8% |
| Admin fee / account holder | $331 | $4,982-93.4% | $7,380-95.5% | $6,935-95.2% |