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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 | $109,943 | $51,638+112.9% | $68,368+60.8% | $82,448+33.3% |
| Participation rate | 60.8% | 63.6%-2.8pp | 73.8%-13.0pp | 68.1%-7.3pp |
| Annual return | 18.35% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,666 | $2,047+79.1% | $2,649+38.4% | $2,551+43.7% |
| Participant deferral / active EE | $7,632 | $2,914+161.9% | $4,123+85.1% | $4,139+84.4% |
| Admin fee / account holder | $1,546 | $4,643-66.7% | $5,150-70.0% | $7,234-78.6% |