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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 | $59,252 | $60,128-1.5% | $90,440-34.5% | $79,852-25.8% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.3pp |
| Annual return | 26.77% | 71.95%-45.2pp | 1294.38%-1267.6pp | 31.72%-5.0pp |
| Employer contribution / active EE | $1,726 | $2,068-16.6% | $3,263-47.1% | $2,471-30.2% |
| Participant deferral / active EE | $3,073 | $2,939+4.6% | $3,964-22.5% | $3,740-17.8% |
| Admin fee / account holder | $446 | $3,977-88.8% | $5,615-92.1% | $5,306-91.6% |