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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 | $65,943 | $61,125+7.9% | $94,057-29.9% | $87,485-24.6% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.3%-5.3pp | 68.9%-0.9pp |
| Annual return | 16.22% | 35.20%-19.0pp | 480.62%-464.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,657 | $2,136+71.2% | $2,933+24.7% | $2,596+40.9% |
| Participant deferral / active EE | $6,929 | $3,260+112.5% | $4,709+47.1% | $4,274+62.1% |
| Admin fee / account holder | $5,084 | $5,629-9.7% | $7,244-29.8% | $7,775-34.6% |