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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 | $99,640 | $72,071+38.3% | $68,368+45.7% | $137,256-27.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.79% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,850 | $2,788-33.6% | $2,649-30.2% | $4,156-55.5% |
| Participant deferral / active EE | $8,730 | $4,410+98.0% | $4,123+111.8% | $6,407+36.3% |
| Admin fee / account holder | $8,352 | $5,336+56.5% | $5,150+62.2% | $12,270-31.9% |