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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 | $71,646 | $58,311+22.9% | $81,882-12.5% | $80,959-11.5% |
| Participation rate | 66.0% | 63.5%+2.5pp | 72.4%-6.4pp | 67.7%-1.7pp |
| Annual return | 14.99% | 41.85%-26.9pp | 779.47%-764.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $1,339 | $2,347-42.9% | $2,916-54.1% | $2,757-51.4% |
| Participant deferral / active EE | $2,535 | $3,287-22.9% | $4,323-41.4% | $4,300-41.0% |
| Admin fee / account holder | $5,577 | $4,752+17.4% | $7,360-24.2% | $6,925-19.5% |