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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 | $76,181 | $58,311+30.6% | $81,882-7.0% | $80,959-5.9% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.4%-4.4pp | 67.7%+0.3pp |
| Annual return | 15.51% | 41.85%-26.3pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,704 | $2,347+15.2% | $2,916-7.3% | $2,757-1.9% |
| Participant deferral / active EE | $5,886 | $3,287+79.1% | $4,323+36.2% | $4,300+36.9% |
| Admin fee / account holder | $796 | $4,752-83.2% | $7,360-89.2% | $6,925-88.5% |