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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 | $90,045 | $63,346+42.1% | $92,239-2.4% | $70,124+28.4% |
| Participation rate | 67.5% | 68.7%-1.1pp | 76.5%-8.9pp | 69.5%-2.0pp |
| Annual return | 16.27% | 530.19%-513.9pp | 176.29%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,723 | $2,471+10.2% | $3,680-26.0% | $2,342+16.2% |
| Participant deferral / active EE | $3,120 | $2,854+9.3% | $3,897-19.9% | $3,332-6.4% |
| Admin fee / account holder | $5,913 | $3,841+54.0% | $5,194+13.8% | $4,645+27.3% |