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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 | $63,091 | $65,440-3.6% | $98,506-36.0% | $85,851-26.5% |
| Participation rate | 59.5% | 65.0%-5.6pp | 73.3%-13.9pp | 69.3%-9.9pp |
| Annual return | 20.79% | 21.75%-1.0pp | 1494.92%-1474.1pp | 318.63%-297.8pp |
| Employer contribution / active EE | $1,681 | $2,169-22.5% | $2,961-43.2% | $2,565-34.5% |
| Participant deferral / active EE | $5,068 | $3,168+60.0% | $4,277+18.5% | $3,952+28.2% |
| Admin fee / account holder | $1,622 | $4,596-64.7% | $5,955-72.8% | $6,261-74.1% |