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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 | $112,041 | $72,071+55.5% | $68,368+63.9% | $137,256-18.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.83% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,726 | $2,788+33.7% | $2,649+40.7% | $4,156-10.3% |
| Participant deferral / active EE | $8,473 | $4,410+92.1% | $4,123+105.5% | $6,407+32.3% |
| Admin fee / account holder | $16,040 | $5,336+200.6% | $5,150+211.5% | $12,270+30.7% |