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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 | $72,788 | $49,891+45.9% | $80,607-9.7% | $75,181-3.2% |
| Participation rate | 66.7% | 55.3%+11.3pp | 67.0%-0.3pp | 67.2%-0.5pp |
| Annual return | 27.92% | 34.67%-6.7pp | 936.11%-908.2pp | 160.69%-132.8pp |
| Employer contribution / active EE | $1,908 | $1,698+12.3% | $2,724-30.0% | $2,671-28.5% |
| Participant deferral / active EE | $4,611 | $2,991+54.2% | $4,448+3.7% | $4,126+11.8% |
| Admin fee / account holder | $5,271 | $3,578+47.3% | $5,379-2.0% | $5,650-6.7% |