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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 | $57,960 | $58,258-0.5% | $81,820-29.2% | $80,925-28.4% |
| Participation rate | 62.9% | 63.5%-0.6pp | 72.4%-9.5pp | 67.7%-4.8pp |
| Annual return | 13.34% | 41.76%-28.4pp | 777.93%-764.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,619 | $2,345+11.6% | $2,915-10.2% | $2,756-5.0% |
| Participant deferral / active EE | $1,391 | $3,284-57.6% | $4,323-67.8% | $4,299-67.6% |
| Admin fee / account holder | $1,972 | $4,976-60.4% | $7,391-73.3% | $6,940-71.6% |