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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 | $108,732 | $63,346+71.6% | $92,240+17.9% | $70,126+55.1% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 20.94% | 530.19%-509.3pp | 176.29%-155.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,956 | $2,471-20.8% | $3,680-46.8% | $2,343-16.5% |
| Participant deferral / active EE | $2,742 | $2,854-3.9% | $3,897-29.6% | $3,332-17.7% |
| Admin fee / account holder | $1,259 | $3,841-67.2% | $5,194-75.8% | $4,645-72.9% |