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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 | $63,989 | $49,897+28.2% | $80,648-20.7% | $75,177-14.9% |
| Participation rate | 68.1% | 55.3%+12.8pp | 67.0%+1.1pp | 67.2%+0.9pp |
| Annual return | 19.41% | 34.68%-15.3pp | 937.21%-917.8pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,489 | $1,699-12.3% | $2,724-45.3% | $2,671-44.2% |
| Participant deferral / active EE | $4,290 | $2,992+43.4% | $4,443-3.5% | $4,126+4.0% |
| Admin fee / account holder | $3,045 | $3,579-14.9% | $5,382-43.4% | $5,651-46.1% |