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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 | $65,136 | $63,346+2.8% | $92,240-29.4% | $70,126-7.1% |
| Participation rate | 64.3% | 68.7%-4.4pp | 76.5%-12.2pp | 69.5%-5.3pp |
| Annual return | 20.77% | 530.19%-509.4pp | 176.29%-155.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $3,409 | $2,471+38.0% | $3,680-7.3% | $2,343+45.5% |
| Participant deferral / active EE | $6,849 | $2,854+140.0% | $3,897+75.7% | $3,332+105.6% |
| Admin fee / account holder | $9,189 | $3,841+139.3% | $5,194+76.9% | $4,645+97.8% |