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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 | $75,371 | $72,071+4.6% | $68,368+10.2% | $137,256-45.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.83% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,385 | $2,788+21.4% | $2,649+27.8% | $4,156-18.5% |
| Participant deferral / active EE | $7,054 | $4,410+59.9% | $4,123+71.1% | $6,407+10.1% |
| Admin fee / account holder | $6,380 | $5,336+19.6% | $5,150+23.9% | $12,270-48.0% |