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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 | $73,467 | $52,353+40.3% | $120,225-38.9% | $82,448-10.9% |
| Participation rate | 57.6% | 58.3%-0.7pp | 69.6%-12.0pp | 68.1%-10.5pp |
| Annual return | 20.80% | 61.85%-41.0pp | 439.23%-418.4pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,824 | $1,510+87.0% | $3,475-18.7% | $2,551+10.7% |
| Participant deferral / active EE | $6,610 | $2,627+151.6% | $3,999+65.3% | $4,139+59.7% |
| Admin fee / account holder | $1,675 | $4,363-61.6% | $5,696-70.6% | $7,234-76.8% |