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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 | $82,469 | $85,171-3.2% | $172,752-52.3% | $72,975+13.0% |
| Participation rate | 68.3% | 70.1%-1.8pp | 82.6%-14.4pp | 69.5%-1.2pp |
| Annual return | 26.63% | 27.32%-0.7pp | 802.97%-776.3pp | 81.01%-54.4pp |
| Employer contribution / active EE | $1,921 | $3,324-42.2% | $5,144-62.6% | $2,440-21.3% |
| Participant deferral / active EE | $4,088 | $3,260+25.4% | $5,198-21.4% | $3,608+13.3% |
| Admin fee / account holder | $4,002 | $5,880-31.9% | $13,955-71.3% | $5,124-21.9% |