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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 | $58,311+82.4% | $81,882+29.9% | $80,959+31.4% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 12.14% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,831 | $2,347-22.0% | $2,916-37.2% | $2,757-33.6% |
| Participant deferral / active EE | $2,499 | $3,287-24.0% | $4,323-42.2% | $4,300-41.9% |
| Admin fee / account holder | $331 | $4,752-93.0% | $7,360-95.5% | $6,925-95.2% |