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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 | $62,017 | $55,902+10.9% | $76,030-18.4% | $80,959-23.4% |
| Participation rate | 68.0% | 62.1%+5.9pp | 69.1%-1.1pp | 67.7%+0.3pp |
| Annual return | 51.15% | 20.59%+30.6pp | 361.54%-310.4pp | 35.67%+15.5pp |
| Employer contribution / active EE | $826 | $1,867-55.8% | $2,688-69.3% | $2,757-70.0% |
| Participant deferral / active EE | $3,441 | $3,051+12.8% | $4,257-19.2% | $4,300-20.0% |
| Admin fee / account holder | $1,571 | $5,239-70.0% | $6,421-75.5% | $6,925-77.3% |