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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 | $59,873 | $63,346-5.5% | $92,239-35.1% | $70,124-14.6% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 19.32% | 530.19%-510.9pp | 176.29%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,596 | $2,471-35.4% | $3,680-56.6% | $2,342-31.9% |
| Participant deferral / active EE | $3,587 | $2,854+25.7% | $3,897-8.0% | $3,332+7.7% |
| Admin fee / account holder | $5,824 | $3,841+51.6% | $5,194+12.1% | $4,645+25.4% |