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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 | $108,723 | $48,364+124.8% | $71,796+51.4% | $62,881+72.9% |
| Participation rate | 68.0% | 60.6%+7.4pp | 69.1%-1.1pp | 69.3%-1.3pp |
| Annual return | 44.71% | 13.16%+31.6pp | 78.04%-33.3pp | 20.14%+24.6pp |
| Employer contribution / active EE | $1,418 | $1,042+36.1% | $1,924-26.3% | $2,281-37.8% |
| Participant deferral / active EE | $2,771 | $2,091+32.5% | $2,794-0.8% | $3,203-13.5% |
| Admin fee / account holder | $18,624 | $3,771+393.8% | $4,815+286.8% | $4,296+333.6% |