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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 | $55,618 | $76,368-27.2% | $67,681-17.8% | $154,746-64.1% |
| Participation rate | 69.6% | 79.0%-9.4pp | 73.7%-4.2pp | 80.7%-11.1pp |
| Annual return | 19.25% | 1066.77%-1047.5pp | 590.58%-571.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,907 | $3,151-7.8% | $2,678+8.5% | $4,379-33.6% |
| Participant deferral / active EE | $6,590 | $4,824+36.6% | $3,976+65.8% | $6,730-2.1% |
| Admin fee / account holder | $6,527 | $8,559-23.7% | $6,100+7.0% | $14,365-54.6% |