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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 | $57,855 | $65,555-11.7% | $86,216-32.9% | $75,173-23.0% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 18.62% | 46.07%-27.4pp | 1169.42%-1150.8pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,550 | $1,553-0.2% | $2,382-34.9% | $2,671-42.0% |
| Participant deferral / active EE | $5,115 | $3,023+69.2% | $3,986+28.3% | $4,126+24.0% |
| Admin fee / account holder | $340 | $5,469-93.8% | $6,853-95.0% | $5,651-94.0% |