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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 | $45,400 | $58,391-22.2% | $76,667-40.8% | $72,976-37.8% |
| Participation rate | 68.9% | 67.4%+1.5pp | 72.1%-3.2pp | 69.5%-0.6pp |
| Annual return | 25.98% | 2306.65%-2280.7pp | 1166.74%-1140.8pp | 81.02%-55.0pp |
| Employer contribution / active EE | $1,435 | $1,787-19.7% | $2,303-37.7% | $2,440-41.2% |
| Participant deferral / active EE | $3,100 | $2,690+15.2% | $3,336-7.1% | $3,608-14.1% |
| Admin fee / account holder | $440 | $4,014-89.1% | $6,423-93.2% | $5,124-91.4% |