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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 | $62,349 | $60,139+3.7% | $90,461-31.1% | $79,856-21.9% |
| Participation rate | 49.1% | 65.0%-15.9pp | 72.7%-23.6pp | 69.6%-20.6pp |
| Annual return | 18.62% | 71.96%-53.3pp | 1294.76%-1276.1pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,467 | $2,069-29.1% | $3,264-55.0% | $2,471-40.6% |
| Participant deferral / active EE | $2,929 | $2,939-0.3% | $3,964-26.1% | $3,741-21.7% |
| Admin fee / account holder | $4,550 | $3,978+14.4% | $5,617-19.0% | $5,306-14.2% |