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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 | $66,821 | $63,346+5.5% | $92,239-27.6% | $70,124-4.7% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 16.14% | 530.19%-514.0pp | 176.29%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,816 | $2,471-26.5% | $3,680-50.7% | $2,342-22.5% |
| Participant deferral / active EE | $3,295 | $2,854+15.5% | $3,897-15.4% | $3,332-1.1% |
| Admin fee / account holder | $2,424 | $3,841-36.9% | $5,194-53.3% | $4,645-47.8% |