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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 | $67,816 | $49,896+35.9% | $80,627-15.9% | $75,173-9.8% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 16.66% | 34.67%-18.0pp | 936.76%-920.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,290 | $1,699+34.8% | $2,723-15.9% | $2,671-14.3% |
| Participant deferral / active EE | $5,383 | $2,992+79.9% | $4,443+21.1% | $4,126+30.4% |
| Admin fee / account holder | $2,495 | $3,578-30.3% | $5,381-53.6% | $5,651-55.8% |