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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 | $72,454 | $58,241+24.4% | $81,780-11.4% | $80,911-10.5% |
| Participation rate | 69.6% | 63.4%+6.1pp | 72.4%-2.8pp | 67.6%+1.9pp |
| Annual return | 12.59% | 41.73%-29.1pp | 776.27%-763.7pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,872 | $2,343+22.5% | $2,914-1.4% | $2,756+4.2% |
| Participant deferral / active EE | $4,674 | $3,283+42.4% | $4,321+8.2% | $4,297+8.8% |
| Admin fee / account holder | $2,645 | $4,973-46.8% | $7,384-64.2% | $6,935-61.9% |