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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 | $109,506 | $58,311+87.8% | $81,882+33.7% | $80,959+35.3% |
| Participation rate | 69.7% | 63.5%+6.2pp | 72.4%-2.7pp | 67.7%+2.0pp |
| Annual return | 16.24% | 41.85%-25.6pp | 779.47%-763.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,743 | $3,287+74.7% | $4,323+32.8% | $4,300+33.5% |
| Admin fee / account holder | $5,789 | $4,752+21.8% | $7,360-21.3% | $6,925-16.4% |