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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 | $99,027 | $63,346+56.3% | $92,239+7.4% | $70,124+41.2% |
| Participation rate | 59.1% | 68.7%-9.6pp | 76.5%-17.4pp | 69.5%-10.4pp |
| Annual return | 13.90% | 530.19%-516.3pp | 176.29%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $665 | $2,471-73.1% | $3,680-81.9% | $2,342-71.6% |
| Participant deferral / active EE | $3,325 | $2,854+16.5% | $3,897-14.7% | $3,332-0.2% |
| Admin fee / account holder | $3,057 | $3,841-20.4% | $5,194-41.2% | $4,645-34.2% |