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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 | $73,577 | $49,976+47.2% | $66,674+10.4% | $82,637-11.0% |
| Participation rate | 44.2% | 63.1%-18.9pp | 73.7%-29.4pp | 68.1%-23.8pp |
| Annual return | 22.41% | 39.09%-16.7pp | 321.24%-298.8pp | 53.51%-31.1pp |
| Employer contribution / active EE | $2,071 | $1,988+4.2% | $2,620-20.9% | $2,552-18.8% |
| Participant deferral / active EE | $4,265 | $2,847+49.8% | $4,084+4.4% | $4,126+3.4% |
| Admin fee / account holder | $12,129 | $4,594+164.0% | $5,098+137.9% | $7,339+65.3% |