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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 | $76,490 | $68,398+11.8% | $94,664-19.2% | $75,173+1.8% |
| Participation rate | 65.5% | 76.1%-10.6pp | 80.8%-15.3pp | 67.2%-1.7pp |
| Annual return | 17.15% | 616.72%-599.6pp | 156.84%-139.7pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,313 | $2,701-14.4% | $3,673-37.0% | $2,671-13.4% |
| Participant deferral / active EE | $4,674 | $6,537-28.5% | $7,417-37.0% | $4,126+13.3% |
| Admin fee / account holder | $5,108 | $5,324-4.1% | $7,222-29.3% | $5,651-9.6% |