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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 | $62,893 | $60,119+4.6% | $90,430-30.5% | $79,858-21.2% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 15.74% | 71.94%-56.2pp | 1293.73%-1278.0pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,944 | $2,068-6.0% | $3,262-40.4% | $2,471-21.3% |
| Participant deferral / active EE | $3,660 | $2,938+24.6% | $3,963-7.6% | $3,740-2.1% |
| Admin fee / account holder | $1,619 | $3,976-59.3% | $5,613-71.2% | $5,306-69.5% |