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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 | $74,074 | $24,618+200.9% | $71,585+3.5% | $82,637-10.4% |
| Participation rate | 60.6% | 68.2%-7.6pp | 68.2%-7.6pp | 68.1%-7.4pp |
| Annual return | 18.70% | 93.17%-74.5pp | 59.26%-40.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $2,448 | $852+187.4% | $1,669+46.7% | $2,552-4.1% |
| Participant deferral / active EE | $6,031 | $1,720+250.6% | $2,923+106.3% | $4,126+46.2% |
| Admin fee / account holder | $7,191 | $3,285+118.9% | $4,712+52.6% | $7,339-2.0% |