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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 | $65,285 | $68,398-4.6% | $94,664-31.0% | $75,173-13.2% |
| Participation rate | 60.9% | 76.1%-15.2pp | 80.8%-20.0pp | 67.2%-6.3pp |
| Annual return | 19.71% | 616.72%-597.0pp | 156.84%-137.1pp | 160.72%-141.0pp |
| Employer contribution / active EE | $2,675 | $2,701-1.0% | $3,673-27.2% | $2,671+0.1% |
| Participant deferral / active EE | $6,662 | $6,537+1.9% | $7,417-10.2% | $4,126+61.5% |
| Admin fee / account holder | $5,362 | $5,324+0.7% | $7,222-25.8% | $5,651-5.1% |