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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 | $100,597 | $58,258+72.7% | $81,820+22.9% | $80,925+24.3% |
| Participation rate | 43.3% | 63.5%-20.1pp | 72.4%-29.1pp | 67.7%-24.3pp |
| Annual return | 11.35% | 41.76%-30.4pp | 777.93%-766.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,806 | $2,345+19.6% | $2,915-3.8% | $2,756+1.8% |
| Participant deferral / active EE | $4,627 | $3,284+40.9% | $4,323+7.0% | $4,299+7.6% |
| Admin fee / account holder | $73,885 | $4,976+1384.7% | $7,391+899.7% | $6,940+964.6% |