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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 | $89,484 | $78,428+14.1% | $95,960-6.7% | $79,852+12.1% |
| Participation rate | 63.9% | 73.5%-9.6pp | 77.1%-13.2pp | 69.6%-5.7pp |
| Annual return | 57.51% | 19.37%+38.1pp | 91.63%-34.1pp | 31.72%+25.8pp |
| Employer contribution / active EE | $1,813 | $1,945-6.8% | $2,541-28.6% | $2,471-26.6% |
| Participant deferral / active EE | $4,919 | $3,440+43.0% | $4,167+18.1% | $3,740+31.5% |
| Admin fee / account holder | $1,637 | $5,622-70.9% | $6,797-75.9% | $5,306-69.1% |