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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 | $106,060 | $54,357+95.1% | $82,706+28.2% | $68,495+54.8% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | 7.52% | -13.67%+21.2pp | 701.76%-694.2pp | -7.84%+15.4pp |
| Employer contribution / active EE | $3,349 | $2,218+51.0% | $3,007+11.4% | $2,596+29.0% |
| Participant deferral / active EE | $10,237 | $3,246+215.3% | $4,394+133.0% | $4,028+154.2% |
| Admin fee / account holder | $10,134 | $4,396+130.5% | $5,329+90.2% | $5,403+87.5% |