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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 | $74,418 | $60,139+23.7% | $90,461-17.7% | $79,856-6.8% |
| Participation rate | 58.6% | 65.0%-6.4pp | 72.7%-14.1pp | 69.6%-11.0pp |
| Annual return | 16.55% | 71.96%-55.4pp | 1294.76%-1278.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $946 | $2,069-54.3% | $3,264-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $3,545 | $2,939+20.6% | $3,964-10.6% | $3,741-5.2% |
| Admin fee / account holder | $527 | $3,978-86.8% | $5,617-90.6% | $5,306-90.1% |