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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 | $56,864 | $57,305-0.8% | $86,640-34.4% | $75,173-24.4% |
| Participation rate | 67.6% | 63.2%+4.4pp | 71.7%-4.1pp | 67.2%+0.4pp |
| Annual return | 17.65% | 2674.24%-2656.6pp | 592.52%-574.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $7,887 | $2,316+240.5% | $3,024+160.8% | $2,671+195.3% |
| Participant deferral / active EE | $8,735 | $3,320+163.1% | $4,438+96.8% | $4,126+111.7% |
| Admin fee / account holder | $4,951 | $4,116+20.3% | $5,616-11.8% | $5,651-12.4% |