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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 | $69,783 | $63,346+10.2% | $92,240-24.3% | $70,126-0.5% |
| Participation rate | 60.3% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 12.53% | 530.19%-517.7pp | 176.29%-163.8pp | 73.15%-60.6pp |
| Employer contribution / active EE | $3,890 | $2,471+57.4% | $3,680+5.7% | $2,343+66.1% |
| Participant deferral / active EE | $3,944 | $2,854+38.2% | $3,897+1.2% | $3,332+18.4% |
| Admin fee / account holder | $4,960 | $3,841+29.2% | $5,194-4.5% | $4,645+6.8% |