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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 | $61,726 | $53,162+16.1% | $91,227-32.3% | $68,490-9.9% |
| Participation rate | 69.2% | 63.2%+6.0pp | 73.2%-4.0pp | 67.9%+1.3pp |
| Annual return | 291.87% | -3.14%+295.0pp | 114.14%+177.7pp | -7.85%+299.7pp |
| Employer contribution / active EE | $585 | $1,709-65.7% | $2,851-79.5% | $2,597-77.5% |
| Participant deferral / active EE | $3,676 | $2,974+23.6% | $4,234-13.2% | $4,028-8.7% |
| Admin fee / account holder | $1,069 | $4,493-76.2% | $5,423-80.3% | $5,403-80.2% |