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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 | $34,046 | $45,152-24.6% | $73,836-53.9% | $59,633-42.9% |
| Participation rate | 68.6% | 64.0%+4.6pp | 73.4%-4.9pp | 68.7%-0.1pp |
| Annual return | 24.59% | 27.40%-2.8pp | 2268.06%-2243.5pp | 2041.45%-2016.9pp |
| Employer contribution / active EE | $2,303 | $1,901+21.2% | $2,787-17.4% | $2,203+4.6% |
| Participant deferral / active EE | $3,794 | $2,573+47.5% | $3,583+5.9% | $3,192+18.9% |
| Admin fee / account holder | $860 | $3,515-75.5% | $4,882-82.4% | $4,297-80.0% |