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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 | $98,955 | $70,684+40.0% | $169,397-41.6% | $75,177+31.6% |
| Participation rate | 68.1% | 64.8%+3.3pp | 77.2%-9.1pp | 67.2%+0.9pp |
| Annual return | 20.73% | 36.38%-15.7pp | 406.23%-385.5pp | 160.75%-140.0pp |
| Employer contribution / active EE | $2,777 | $2,211+25.6% | $4,013-30.8% | $2,671+3.9% |
| Participant deferral / active EE | $5,157 | $4,310+19.7% | $6,223-17.1% | $4,126+25.0% |
| Admin fee / account holder | $1,596 | $5,404-70.5% | $9,017-82.3% | $5,651-71.8% |