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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 | $84,820 | $58,241+45.6% | $81,780+3.7% | $80,911+4.8% |
| Participation rate | 65.9% | 63.4%+2.4pp | 72.4%-6.5pp | 67.6%-1.8pp |
| Annual return | 13.98% | 41.73%-27.7pp | 776.27%-762.3pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,353 | $2,343+0.4% | $2,914-19.2% | $2,756-14.6% |
| Participant deferral / active EE | $3,647 | $3,283+11.1% | $4,321-15.6% | $4,297-15.1% |
| Admin fee / account holder | $3,126 | $4,973-37.1% | $7,384-57.7% | $6,935-54.9% |