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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 | $161,563 | $78,423+106.0% | $95,964+68.4% | $79,856+102.3% |
| Participation rate | 59.0% | 73.5%-14.5pp | 77.1%-18.1pp | 69.6%-10.6pp |
| Annual return | 59.29% | 19.37%+39.9pp | 91.64%-32.4pp | 31.71%+27.6pp |
| Employer contribution / active EE | $4,087 | $1,945+110.1% | $2,541+60.8% | $2,471+65.4% |
| Participant deferral / active EE | $5,072 | $3,440+47.4% | $4,167+21.7% | $3,741+35.6% |
| Admin fee / account holder | $4,110 | $5,622-26.9% | $6,797-39.5% | $5,306-22.6% |