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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 | $65,553 | $63,346+3.5% | $92,240-28.9% | $70,126-6.5% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 14.00% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $2,337 | $2,471-5.4% | $3,680-36.5% | $2,343-0.2% |
| Participant deferral / active EE | $5,161 | $2,854+80.8% | $3,897+32.4% | $3,332+54.9% |
| Admin fee / account holder | $1,525 | $3,841-60.3% | $5,194-70.6% | $4,645-67.2% |