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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 | $62,766 | $63,346-0.9% | $92,240-32.0% | $70,126-10.5% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 19.90% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $987 | $2,471-60.0% | $3,680-73.2% | $2,343-57.9% |
| Participant deferral / active EE | $3,017 | $2,854+5.7% | $3,897-22.6% | $3,332-9.5% |
| Admin fee / account holder | $2,362 | $3,841-38.5% | $5,194-54.5% | $4,645-49.1% |