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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 | $86,815 | $65,423+32.7% | $98,477-11.8% | $85,856+1.1% |
| Participation rate | 67.3% | 65.0%+2.3pp | 73.3%-6.0pp | 69.3%-2.0pp |
| Annual return | 15.51% | 21.76%-6.2pp | 1493.59%-1478.1pp | 318.58%-303.1pp |
| Employer contribution / active EE | $1,843 | $2,168-15.0% | $2,961-37.8% | $2,565-28.2% |
| Participant deferral / active EE | $2,573 | $3,167-18.8% | $4,276-39.8% | $3,952-34.9% |
| Admin fee / account holder | $4,475 | $4,594-2.6% | $5,951-24.8% | $6,261-28.5% |