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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 | $106,190 | $58,311+82.1% | $81,882+29.7% | $80,959+31.2% |
| Participation rate | 60.5% | 63.5%-3.0pp | 72.4%-11.9pp | 67.7%-7.1pp |
| Annual return | 10.81% | 41.85%-31.0pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,985 | $2,347+27.2% | $2,916+2.4% | $2,757+8.3% |
| Participant deferral / active EE | $7,030 | $3,287+113.9% | $4,323+62.6% | $4,300+63.5% |
| Admin fee / account holder | $12,947 | $4,752+172.4% | $7,360+75.9% | $6,925+86.9% |