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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 | $84,369 | $65,555+28.7% | $86,216-2.1% | $75,173+12.2% |
| Participation rate | 60.5% | 60.5%0pp | 69.0%-8.4pp | 67.2%-6.7pp |
| Annual return | 17.02% | 46.07%-29.0pp | 1169.42%-1152.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $4,826 | $1,553+210.7% | $2,382+102.7% | $2,671+80.7% |
| Participant deferral / active EE | $6,208 | $3,023+105.3% | $3,986+55.7% | $4,126+50.5% |
| Admin fee / account holder | $2,295 | $5,469-58.0% | $6,853-66.5% | $5,651-59.4% |