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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 | $76,829 | $63,346+21.3% | $92,240-16.7% | $70,126+9.6% |
| Participation rate | 36.7% | 68.7%-31.9pp | 76.5%-39.7pp | 69.5%-32.8pp |
| Annual return | 17.82% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,482 | $2,471-40.0% | $3,680-59.7% | $2,343-36.7% |
| Participant deferral / active EE | $2,750 | $2,854-3.6% | $3,897-29.4% | $3,332-17.4% |
| Admin fee / account holder | $5,497 | $3,841+43.1% | $5,194+5.8% | $4,645+18.3% |