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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 | $54,562 | $57,305-4.8% | $86,640-37.0% | $75,173-27.4% |
| Participation rate | 62.5% | 63.2%-0.7pp | 71.7%-9.2pp | 67.2%-4.7pp |
| Annual return | 16.36% | 2674.24%-2657.9pp | 592.52%-576.2pp | 160.72%-144.4pp |
| Employer contribution / active EE | $2,075 | $2,316-10.4% | $3,024-31.4% | $2,671-22.3% |
| Participant deferral / active EE | $3,925 | $3,320+18.2% | $4,438-11.6% | $4,126-4.9% |
| Admin fee / account holder | $2,631 | $4,116-36.1% | $5,616-53.2% | $5,651-53.4% |