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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 | $86,100 | $58,258+47.8% | $81,820+5.2% | $80,925+6.4% |
| Participation rate | 56.5% | 63.5%-7.0pp | 72.4%-15.9pp | 67.7%-11.2pp |
| Annual return | 15.79% | 41.76%-26.0pp | 777.93%-762.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,767 | $2,345-24.7% | $2,915-39.4% | $2,756-35.9% |
| Participant deferral / active EE | $4,325 | $3,284+31.7% | $4,323+0.1% | $4,299+0.6% |
| Admin fee / account holder | $7,047 | $4,976+41.6% | $7,391-4.6% | $6,940+1.5% |