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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 | $92,890 | $63,346+46.6% | $92,240+0.7% | $70,126+32.5% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 16.81% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,087 | $2,471-15.5% | $3,680-43.3% | $2,343-10.9% |
| Participant deferral / active EE | $3,412 | $2,854+19.6% | $3,897-12.4% | $3,332+2.4% |
| Admin fee / account holder | $2,761 | $3,841-28.1% | $5,194-46.8% | $4,645-40.6% |