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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 | $42,285 | $58,311-27.5% | $81,882-48.4% | $80,959-47.8% |
| Participation rate | 63.3% | 63.5%-0.2pp | 72.4%-9.1pp | 67.7%-4.4pp |
| Annual return | 34.71% | 41.85%-7.1pp | 779.47%-744.8pp | 35.67%-1.0pp |
| Employer contribution / active EE | $3,308 | $2,347+41.0% | $2,916+13.4% | $2,757+20.0% |
| Participant deferral / active EE | $6,750 | $3,287+105.3% | $4,323+56.1% | $4,300+57.0% |
| Admin fee / account holder | $12,353 | $4,752+160.0% | $7,360+67.9% | $6,925+78.4% |