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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 | $96,071 | $72,071+33.3% | $68,368+40.5% | $137,256-30.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 19.39% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,938 | $2,788+41.3% | $2,649+48.7% | $4,156-5.2% |
| Participant deferral / active EE | $9,874 | $4,410+123.9% | $4,123+139.5% | $6,407+54.1% |
| Admin fee / account holder | $856 | $5,336-84.0% | $5,150-83.4% | $12,270-93.0% |