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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 | $107,918 | $63,346+70.4% | $92,240+17.0% | $70,126+53.9% |
| Participation rate | 56.1% | 68.7%-12.6pp | 76.5%-20.4pp | 69.5%-13.4pp |
| Annual return | 14.36% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,096 | $2,471-15.2% | $3,680-43.0% | $2,343-10.5% |
| Participant deferral / active EE | $5,189 | $2,854+81.8% | $3,897+33.2% | $3,332+55.7% |
| Admin fee / account holder | $12,774 | $3,841+232.6% | $5,194+145.9% | $4,645+175.0% |