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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 | $80,008 | $65,566+22.0% | $86,235-7.2% | $75,177+6.4% |
| Participation rate | 59.0% | 60.5%-1.5pp | 69.0%-9.9pp | 67.2%-8.2pp |
| Annual return | 16.80% | 46.07%-29.3pp | 1170.03%-1153.2pp | 160.75%-144.0pp |
| Employer contribution / active EE | $967 | $1,553-37.7% | $2,381-59.4% | $2,671-63.8% |
| Participant deferral / active EE | $3,679 | $3,023+21.7% | $3,987-7.7% | $4,126-10.9% |
| Admin fee / account holder | $2,781 | $5,470-49.2% | $6,856-59.4% | $5,651-50.8% |