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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 | $101,301 | $57,312+76.8% | $86,617+17.0% | $75,181+34.7% |
| Participation rate | 61.5% | 63.2%-1.7pp | 71.7%-10.2pp | 67.2%-5.7pp |
| Annual return | 22.84% | 2672.78%-2649.9pp | 591.91%-569.1pp | 160.69%-137.8pp |
| Employer contribution / active EE | $1,958 | $2,315-15.4% | $3,023-35.2% | $2,671-26.7% |
| Participant deferral / active EE | $4,883 | $3,319+47.1% | $4,437+10.1% | $4,126+18.4% |
| Admin fee / account holder | $1,500 | $4,114-63.5% | $5,613-73.3% | $5,650-73.4% |