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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 | $73,844 | $68,412+7.9% | $94,679-22.0% | $75,181-1.8% |
| Participation rate | 57.4% | 76.1%-18.6pp | 80.8%-23.4pp | 67.2%-9.8pp |
| Annual return | 22.68% | 616.91%-594.2pp | 156.75%-134.1pp | 160.69%-138.0pp |
| Employer contribution / active EE | $2,799 | $2,701+3.6% | $3,673-23.8% | $2,671+4.8% |
| Participant deferral / active EE | $7,120 | $6,537+8.9% | $7,417-4.0% | $4,126+72.6% |
| Admin fee / account holder | $3,346 | $5,326-37.2% | $7,233-53.7% | $5,650-40.8% |