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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 | $84,653 | $56,134+50.8% | $96,171-12.0% | $85,847-1.4% |
| Participation rate | 66.7% | 56.7%+10.0pp | 68.4%-1.8pp | 69.3%-2.7pp |
| Annual return | 15.03% | 42.30%-27.3pp | 192.04%-177.0pp | 318.61%-303.6pp |
| Employer contribution / active EE | $2,945 | $1,620+81.8% | $2,799+5.2% | $2,565+14.8% |
| Participant deferral / active EE | $6,540 | $2,858+128.9% | $4,350+50.3% | $3,952+65.5% |
| Admin fee / account holder | $379 | $3,769-89.9% | $5,538-93.2% | $6,261-93.9% |