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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 | $56,726 | $58,927-3.7% | $76,823-26.2% | $72,983-22.3% |
| Participation rate | 66.7% | 67.3%-0.7pp | 72.1%-5.4pp | 69.5%-2.8pp |
| Annual return | 22.95% | 2305.64%-2282.7pp | 1166.42%-1143.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $374 | $1,787-79.1% | $2,302-83.8% | $2,440-84.7% |
| Participant deferral / active EE | $3,635 | $2,690+35.1% | $3,336+9.0% | $3,608+0.8% |
| Admin fee / account holder | $2,601 | $4,013-35.2% | $6,422-59.5% | $5,124-49.2% |